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 | $8,733 | $162,781-94.6% | $133,956-93.5% | $158,922-94.5% |
| Participation rate | 44.4% | 83.2%-38.8pp | 79.8%-35.4pp | 82.0%-37.5pp |
| Annual return | 25.31% | 41.94%-16.6pp | 45.09%-19.8pp | 302.83%-277.5pp |
| Employer contribution / active EE | $970 | $4,975-80.5% | $3,919-75.2% | $4,761-79.6% |
| Participant deferral / active EE | $1,526 | $5,911-74.2% | $5,048-69.8% | $5,982-74.5% |
| Admin fee / account holder | $698 | $11,736-94.0% | $8,927-92.2% | $11,246-93.8% |