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 | $1,731 | $68,719-97.5% | $91,541-98.1% | $84,808-98.0% |
| Participation rate | 15.6% | 64.5%-48.9pp | 69.8%-54.1pp | 68.3%-52.7pp |
| Annual return | 19.72% | 19.12%+0.6pp | 20.50%-0.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $328 | $3,136-89.5% | $4,008-91.8% | $4,212-92.2% |
| Admin fee / account holder | $589 | $5,786-89.8% | $6,956-91.5% | $7,344-92.0% |