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 9-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 | $5,332 | $98,750-94.6% | $149,696-96.4% | $79,858-93.3% |
| Participation rate | 15.4% | 75.8%-60.4pp | 82.5%-67.1pp | 69.6%-54.2pp |
| Annual return | 21.46% | 27.43%-6.0pp | 276.60%-255.1pp | 31.71%-10.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $235 | $5,680-95.9% | $6,842-96.6% | $3,740-93.7% |
| Admin fee / account holder | $1,263 | $6,053-79.1% | $9,309-86.4% | $5,306-76.2% |