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 8-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 | $13,196 | $91,552-85.6% | $133,956-90.1% | $79,858-83.5% |
| Participation rate | 18.5% | 73.3%-54.8pp | 79.8%-61.3pp | 69.6%-51.1pp |
| Annual return | 77.71% | 61.85%+15.9pp | 45.09%+32.6pp | 31.71%+46.0pp |
| Employer contribution / active EE | $696 | $2,384-70.8% | $3,919-82.2% | $2,471-71.8% |
| Participant deferral / active EE | $1,089 | $3,733-70.8% | $5,048-78.4% | $3,740-70.9% |
| Admin fee / account holder | $870 | $6,321-86.2% | $8,927-90.3% | $5,306-83.6% |