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 | $19,975 | $69,763-71.4% | $67,502-70.4% | $74,495-73.2% |
| Participation rate | 46.7% | 71.4%-24.7pp | 72.9%-26.2pp | 67.2%-20.5pp |
| Annual return | 19.59% | -40.34%+59.9pp | 3512.12%-3492.5pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $717 | $2,704-73.5% | $2,731-73.7% | $2,623-72.7% |
| Participant deferral / active EE | $1,108 | $3,636-69.5% | $4,000-72.3% | $4,346-74.5% |
| Admin fee / account holder | $579 | $896-35.4% | $3,998-85.5% | $1,942-70.2% |