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 6-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 | $9,940 | $98,750-89.9% | $149,696-93.4% | $79,858-87.6% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.5%-20.0pp | 69.6%-7.1pp |
| Annual return | 24.86% | 27.43%-2.6pp | 276.60%-251.7pp | 31.71%-6.9pp |
| Employer contribution / active EE | $940 | $3,216-70.8% | $4,644-79.8% | $2,471-62.0% |
| Participant deferral / active EE | $1,682 | $5,680-70.4% | $6,842-75.4% | $3,740-55.0% |
| Admin fee / account holder | $341 | $6,053-94.4% | $9,309-96.3% | $5,306-93.6% |