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 8-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 | $2,679 | $115,882-97.7% | $100,516-97.3% | $158,922-98.3% |
| Participation rate | 14.3% | 81.6%-67.3pp | 79.4%-65.1pp | 82.0%-67.7pp |
| Annual return | 8.13% | 34.79%-26.7pp | 30.89%-22.8pp | 302.83%-294.7pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $43 | $6,674-99.4% | $6,270-99.3% | $5,982-99.3% |
| Admin fee / account holder | $370 | $10,995-96.6% | $8,081-95.4% | $11,246-96.7% |