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 4-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 | $9,704 | $185,822-94.8% | $169,993-94.3% | $139,434-93.0% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 34.17% | 60.50%-26.3pp | 53.37%-19.2pp | 372.94%-338.8pp |
| Employer contribution / active EE | $2,565 | $7,590-66.2% | $6,785-62.2% | $4,751-46.0% |
| Participant deferral / active EE | $2,565 | $11,622-77.9% | $10,408-75.4% | $6,710-61.8% |
| Admin fee / account holder | $605 | $15,381-96.1% | $12,815-95.3% | $11,403-94.7% |