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 | $4,471 | $133,922-96.7% | $116,228-96.2% | $142,382-96.9% |
| Participation rate | 65.2% | 77.9%-12.6pp | 74.6%-9.3pp | 80.1%-14.9pp |
| Annual return | 18.90% | 147.76%-128.9pp | 90.06%-71.2pp | 217.08%-198.2pp |
| Employer contribution / active EE | $791 | $3,446-77.0% | $2,994-73.6% | $4,299-81.6% |
| Participant deferral / active EE | $1,095 | $5,672-80.7% | $4,953-77.9% | $6,507-83.2% |
| Admin fee / account holder | $790 | $14,945-94.7% | $11,989-93.4% | $12,624-93.7% |