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 8-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 | $7,454 | $105,181-92.9% | $159,436-95.3% | $85,850-91.3% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.8%-16.2pp | 69.3%-2.6pp |
| Annual return | 19.78% | 45.07%-25.3pp | 263.57%-243.8pp | 318.53%-298.8pp |
| Employer contribution / active EE | $1,198 | $3,318-63.9% | $4,829-75.2% | $2,565-53.3% |
| Participant deferral / active EE | $2,194 | $5,945-63.1% | $7,352-70.2% | $3,952-44.5% |
| Admin fee / account holder | $923 | $6,933-86.7% | $10,799-91.5% | $6,260-85.3% |