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 4-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 | $3,752 | $51,604-92.7% | $129,295-97.1% | $80,874-95.4% |
| Participation rate | 37.1% | 57.0%-19.8pp | 69.6%-32.5pp | 67.6%-30.5pp |
| Annual return | 12.04% | 20.76%-8.7pp | 9429.28%-9417.2pp | 35.62%-23.6pp |
| Employer contribution / active EE | $362 | $1,585-77.2% | $4,157-91.3% | $2,756-86.9% |
| Participant deferral / active EE | $375 | $2,670-86.0% | $4,169-91.0% | $4,297-91.3% |
| Admin fee / account holder | $459 | $4,310-89.3% | $7,665-94.0% | $6,935-93.4% |