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 | $15,761 | $81,625-80.7% | $167,512-90.6% | $74,304-78.8% |
| Participation rate | 30.1% | 60.0%-30.0pp | 77.1%-47.0pp | 60.3%-30.3pp |
| Annual return | 30.05% | 26.09%+4.0pp | 1615.79%-1585.7pp | 29.43%+0.6pp |
| Employer contribution / active EE | $553 | $2,010-72.5% | $3,882-85.7% | $2,241-75.3% |
| Participant deferral / active EE | $1,033 | $4,115-74.9% | $6,405-83.9% | $3,767-72.6% |
| Admin fee / account holder | $1,258 | $3,474-63.8% | $9,769-87.1% | $2,969-57.6% |