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 | $18,007 | $62,624-71.2% | $177,989-89.9% | $77,643-76.8% |
| Participation rate | 21.2% | 66.8%-45.6pp | 77.1%-55.9pp | 70.6%-49.3pp |
| Annual return | 13.75% | 16.16%-2.4pp | 294.48%-280.7pp | 31.24%-17.5pp |
| Employer contribution / active EE | $608 | $1,909-68.1% | $3,949-84.6% | $2,726-77.7% |
| Participant deferral / active EE | $1,077 | $4,219-74.5% | $6,276-82.8% | $4,647-76.8% |
| Admin fee / account holder | $3,633 | $386+841.7% | $10,363-64.9% | $430+744.2% |