See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,150 | $49,451-83.5% | $79,550-89.8% | $66,914-87.8% |
| Participation rate | 22.3% | 61.3%-39.0pp | 69.5%-47.2pp | 69.8%-47.5pp |
| Annual return | 156.44% | 84.25%+72.2pp | 0.16%+156.3pp | 1.58%+154.9pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $878 | $3,159-72.2% | $3,985-78.0% | $4,237-79.3% |
| Admin fee / account holder | $500 | $595-15.9% | $6,832-92.7% | $593-15.7% |