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 7-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 | $2,464 | $52,279-95.3% | $89,391-97.2% | $79,858-96.9% |
| Participation rate | 66.7% | 57.5%+9.1pp | 68.0%-1.3pp | 69.6%-3.0pp |
| Annual return | 20.35% | 22.16%-1.8pp | 245.62%-225.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $324 | $1,572-79.4% | $2,586-87.5% | $2,471-86.9% |
| Participant deferral / active EE | $555 | $2,740-79.7% | $3,890-85.7% | $3,740-85.2% |
| Admin fee / account holder | $447 | $3,356-86.7% | $4,881-90.9% | $5,306-91.6% |