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 7-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 | $17,520 | $176,056-90.0% | $159,436-89.0% | $167,490-89.5% |
| Participation rate | 41.2% | 84.9%-43.8pp | 82.8%-41.6pp | 82.1%-40.9pp |
| Annual return | 66.14% | 331.75%-265.6pp | 263.57%-197.4pp | 478.56%-412.4pp |
| Employer contribution / active EE | $968 | $5,297-81.7% | $4,829-80.0% | $4,837-80.0% |
| Participant deferral / active EE | $2,262 | $7,750-70.8% | $7,352-69.2% | $6,341-64.3% |
| Admin fee / account holder | $361 | $12,554-97.1% | $10,799-96.7% | $12,309-97.1% |