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 | $6,296 | $96,635-93.5% | $86,612-92.7% | $139,434-95.5% |
| Participation rate | 20.0% | 74.4%-54.4pp | 71.7%-51.7pp | 80.3%-60.3pp |
| Annual return | 13.81% | 106.41%-92.6pp | 591.07%-577.3pp | 372.94%-359.1pp |
| Employer contribution / active EE | $350 | $3,263-89.3% | $3,022-88.4% | $4,751-92.6% |
| Participant deferral / active EE | $350 | $4,836-92.8% | $4,438-92.1% | $6,710-94.8% |
| Admin fee / account holder | $713 | $6,408-88.9% | $5,614-87.3% | $11,403-93.7% |