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 | $2,336 | $100,773-97.7% | $88,946-97.4% | $142,382-98.4% |
| Participation rate | 23.1% | 74.3%-51.2pp | 68.8%-45.8pp | 80.1%-57.0pp |
| Annual return | 16.13% | 70.18%-54.0pp | 57.82%-41.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $363 | $2,918-87.6% | $2,555-85.8% | $4,299-91.6% |
| Participant deferral / active EE | $574 | $5,230-89.0% | $4,581-87.5% | $6,507-91.2% |
| Admin fee / account holder | $490 | $9,693-94.9% | $8,261-94.1% | $12,624-96.1% |