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 | $2,679 | $81,632-96.7% | $70,449-96.2% | $158,922-98.3% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 28.46% | 208.40%-179.9pp | 109.03%-80.6pp | 302.83%-274.4pp |
| Employer contribution / active EE | $508 | $3,217-84.2% | $2,737-81.5% | $4,761-89.3% |
| Participant deferral / active EE | $508 | $4,554-88.8% | $3,709-86.3% | $5,982-91.5% |
| Admin fee / account holder | $1,027 | $6,193-83.4% | $3,845-73.3% | $11,246-90.9% |