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 9-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 | $7,143 | $105,859-93.3% | $90,160-92.1% | $147,584-95.2% |
| Participation rate | 56.3% | 79.7%-23.5pp | 76.9%-20.6pp | 82.8%-26.6pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.88%-34.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $521 | $4,126-87.4% | $3,318-84.3% | $4,876-89.3% |
| Participant deferral / active EE | $1,628 | $5,733-71.6% | $5,288-69.2% | $5,439-70.1% |
| Admin fee / account holder | $2,029 | $8,046-74.8% | $5,943-65.9% | $10,885-81.4% |