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 | $2,839 | $202,432-98.6% | $169,368-98.3% | $139,434-98.0% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 27.46% | 531.74%-504.3pp | 405.60%-378.1pp | 372.94%-345.5pp |
| Employer contribution / active EE | $744 | $4,692-84.1% | $4,013-81.5% | $4,751-84.3% |
| Participant deferral / active EE | $1,093 | $6,938-84.2% | $6,221-82.4% | $6,710-83.7% |
| Admin fee / account holder | $1,704 | $10,708-84.1% | $9,003-81.1% | $11,403-85.1% |