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 | $5,831 | $52,279-88.8% | $89,391-93.5% | $79,858-92.7% |
| Participation rate | 16.9% | 57.5%-40.6pp | 68.0%-51.1pp | 69.6%-52.7pp |
| Annual return | 34.86% | 22.16%+12.7pp | 245.62%-210.8pp | 31.71%+3.1pp |
| Employer contribution / active EE | $274 | $1,572-82.6% | $2,586-89.4% | $2,471-88.9% |
| Participant deferral / active EE | $583 | $2,740-78.7% | $3,890-85.0% | $3,740-84.4% |
| Admin fee / account holder | $1,319 | $3,356-60.7% | $4,881-73.0% | $5,306-75.1% |