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 | $4,327 | $71,050-93.9% | $93,606-95.4% | $80,856-94.6% |
| Participation rate | 60.3% | 60.4%-0.1pp | 68.7%-8.4pp | 67.6%-7.3pp |
| Annual return | 11.68% | 11.26%+0.4pp | 133.20%-121.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,228 | $1,564-21.5% | $2,420-49.3% | $2,755-55.4% |
| Participant deferral / active EE | $658 | $4,034-83.7% | $4,411-85.1% | $4,296-84.7% |
| Admin fee / account holder | $530 | $6,945-92.4% | $8,285-93.6% | $6,918-92.3% |