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 8-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 | $9,777 | $111,301-91.2% | $112,977-91.3% | $158,922-93.8% |
| Participation rate | 50.0% | 83.5%-33.5pp | 82.6%-32.6pp | 82.0%-32.0pp |
| Annual return | 22.21% | 26.40%-4.2pp | 24.24%-2.0pp | 302.83%-280.6pp |
| Employer contribution / active EE | $1,333 | $4,471-70.2% | $4,255-68.7% | $4,761-72.0% |
| Participant deferral / active EE | $546 | $5,880-90.7% | $5,836-90.6% | $5,982-90.9% |
| Admin fee / account holder | $870 | $8,392-89.6% | $6,294-86.2% | $11,246-92.3% |