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 | $11,685 | $60,323-80.6% | $81,812-85.7% | $74,495-84.3% |
| Participation rate | 28.1% | 62.9%-34.7pp | 72.3%-44.2pp | 67.2%-39.1pp |
| Annual return | 22.34% | 16.90%+5.4pp | 773.79%-751.5pp | 1364.94%-1342.6pp |
| Employer contribution / active EE | $547 | $2,620-79.1% | $2,912-81.2% | $2,623-79.2% |
| Participant deferral / active EE | $752 | $3,387-77.8% | $4,319-82.6% | $4,346-82.7% |
| Admin fee / account holder | $473 | $1,486-68.2% | $7,386-93.6% | $1,942-75.6% |