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 | $15,101 | $52,450-71.2% | $129,295-88.3% | $74,546-79.7% |
| Participation rate | 15.3% | 53.8%-38.6pp | 69.6%-54.4pp | 67.2%-52.0pp |
| Annual return | 12.41% | 15.65%-3.2pp | 9429.28%-9416.9pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $440 | $1,532-71.3% | $4,157-89.4% | $2,624-83.2% |
| Participant deferral / active EE | $635 | $2,797-77.3% | $4,169-84.8% | $4,347-85.4% |
| Admin fee / account holder | $7,121 | $2,636+170.1% | $7,665-7.1% | $1,944+266.4% |