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 | $8,019 | $148,534-94.6% | $135,903-94.1% | $139,434-94.2% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 44.82% | 79.19%-34.4pp | 68.23%-23.4pp | 372.94%-328.1pp |
| Employer contribution / active EE | $1,113 | $5,243-78.8% | $4,856-77.1% | $4,751-76.6% |
| Participant deferral / active EE | $2,177 | $8,100-73.1% | $7,758-71.9% | $6,710-67.6% |
| Admin fee / account holder | $314 | $12,400-97.5% | $10,762-97.1% | $11,403-97.2% |