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 | $21,710 | $99,957-78.3% | $149,696-85.5% | $73,488-70.5% |
| Participation rate | 36.0% | 75.7%-39.7pp | 82.5%-46.5pp | 70.7%-34.7pp |
| Annual return | 20.12% | 53.87%-33.7pp | 276.60%-256.5pp | 28.51%-8.4pp |
| Employer contribution / active EE | $953 | $3,191-70.2% | $4,644-79.5% | $2,270-58.0% |
| Participant deferral / active EE | $1,993 | $6,073-67.2% | $6,842-70.9% | $3,740-46.7% |
| Admin fee / account holder | $2,862 | $551+419.7% | $9,309-69.3% | $513+457.8% |