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 | $15,391 | $102,317-85.0% | $146,958-89.5% | $80,856-81.0% |
| Participation rate | 48.8% | 75.8%-27.1pp | 82.2%-33.4pp | 67.6%-18.9pp |
| Annual return | 14.83% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,189 | $3,713-68.0% | $4,933-75.9% | $2,755-56.8% |
| Participant deferral / active EE | $2,105 | $6,644-68.3% | $8,070-73.9% | $4,296-51.0% |
| Admin fee / account holder | $1,298 | $7,941-83.7% | $12,998-90.0% | $6,918-81.2% |