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 | $20,076 | $86,944-76.9% | $107,525-81.3% | $74,304-73.0% |
| Participation rate | 2.3% | 59.6%-57.2pp | 75.1%-72.7pp | 60.3%-58.0pp |
| Annual return | 16.60% | 23.52%-6.9pp | 181.32%-164.7pp | 29.43%-12.8pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $167 | $3,554-95.3% | $5,116-96.7% | $3,767-95.6% |
| Admin fee / account holder | $4,654 | $3,727+24.9% | $8,919-47.8% | $2,969+56.8% |