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 6-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 | $18,853 | $102,317-81.6% | $146,958-87.2% | $80,856-76.7% |
| Participation rate | 52.8% | 75.8%-23.0pp | 82.2%-29.3pp | 67.6%-14.8pp |
| Annual return | 14.86% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,367 | $3,713-63.2% | $4,933-72.3% | $2,755-50.4% |
| Participant deferral / active EE | $2,221 | $6,644-66.6% | $8,070-72.5% | $4,296-48.3% |
| Admin fee / account holder | $334 | $7,941-95.8% | $12,998-97.4% | $6,918-95.2% |