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 | $14,049 | $95,274-85.3% | $135,903-89.7% | $74,419-81.1% |
| Participation rate | 60.7% | 78.2%-17.5pp | 81.9%-21.2pp | 70.7%-10.0pp |
| Annual return | 103.77% | 32.77%+71.0pp | 68.23%+35.5pp | 34.38%+69.4pp |
| Employer contribution / active EE | $1,154 | $3,874-70.2% | $4,856-76.2% | $2,637-56.3% |
| Participant deferral / active EE | $2,123 | $7,782-72.7% | $7,758-72.6% | $4,528-53.1% |
| Admin fee / account holder | $365 | $266+37.1% | $10,762-96.6% | $348+4.9% |