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 9-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 | $4,714 | $48,046-90.2% | $84,611-94.4% | $72,985-93.5% |
| Participation rate | 11.0% | 57.6%-46.6pp | 68.2%-57.3pp | 69.5%-58.5pp |
| Annual return | 17.85% | 37.38%-19.5pp | 258.74%-240.9pp | 81.00%-63.2pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $197 | $2,680-92.6% | $3,899-94.9% | $3,607-94.5% |
| Admin fee / account holder | $370 | $3,395-89.1% | $4,912-92.5% | $5,124-92.8% |