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 | $4,089 | $102,966-96.0% | $90,281-95.5% | $152,861-97.3% |
| Participation rate | 20.0% | 75.9%-55.9pp | 73.3%-53.3pp | 82.4%-62.4pp |
| Annual return | 24.91% | 95.16%-70.3pp | 78.10%-53.2pp | 345.32%-320.4pp |
| Employer contribution / active EE | $194 | $3,139-93.8% | $2,854-93.2% | $4,762-95.9% |
| Participant deferral / active EE | $499 | $4,281-88.3% | $3,885-87.2% | $5,850-91.5% |
| Admin fee / account holder | $666 | $6,171-89.2% | $5,351-87.5% | $11,596-94.3% |