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 3-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 | $15,961 | $102,317-84.4% | $146,958-89.1% | $80,856-80.3% |
| Participation rate | 40.4% | 75.8%-35.4pp | 82.2%-41.8pp | 67.6%-27.3pp |
| Annual return | 19.51% | 134.76%-115.2pp | 418.34%-398.8pp | 35.59%-16.1pp |
| Employer contribution / active EE | $3,127 | $3,713-15.8% | $4,933-36.6% | $2,755+13.5% |
| Participant deferral / active EE | $1,743 | $6,644-73.8% | $8,070-78.4% | $4,296-59.4% |
| Admin fee / account holder | $372 | $7,941-95.3% | $12,998-97.1% | $6,918-94.6% |