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 | $7,179 | $118,849-94.0% | $96,562-92.6% | $167,490-95.7% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 15.78% | 50.49%-34.7pp | 37.78%-22.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $578 | $3,120-81.5% | $2,356-75.5% | $4,837-88.0% |
| Participant deferral / active EE | $838 | $4,616-81.8% | $3,849-78.2% | $6,341-86.8% |
| Admin fee / account holder | $1,381 | $8,065-82.9% | $6,181-77.7% | $12,309-88.8% |