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 6-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 | $4,029 | $228,332-98.2% | $185,823-97.8% | $158,922-97.5% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.0%-15.5pp | 82.0%-19.5pp |
| Annual return | 31.53% | 40.80%-9.3pp | 35.95%-4.4pp | 302.83%-271.3pp |
| Employer contribution / active EE | $781 | $4,967-84.3% | $4,087-80.9% | $4,761-83.6% |
| Participant deferral / active EE | $1,138 | $6,415-82.3% | $5,632-79.8% | $5,982-81.0% |
| Admin fee / account holder | $775 | $11,864-93.5% | $9,500-91.8% | $11,246-93.1% |