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 | $4,784 | $127,386-96.2% | $115,037-95.8% | $125,391-96.2% |
| Participation rate | 35.7% | 84.2%-48.4pp | 81.4%-45.7pp | 83.2%-47.5pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,290 | $5,166-75.0% | $4,608-72.0% | $4,866-73.5% |
| Participant deferral / active EE | $1,567 | $6,423-75.6% | $6,026-74.0% | $5,352-70.7% |
| Admin fee / account holder | $1,760 | $9,516-81.5% | $8,175-78.5% | $9,540-81.5% |