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 | $13,200 | $126,574-89.6% | $106,213-87.6% | $145,922-91.0% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 16.35% | 224.79%-208.4pp | 116.14%-99.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,422 | $3,730-35.1% | $3,171-23.6% | $4,660-48.0% |
| Participant deferral / active EE | $733 | $5,724-87.2% | $5,016-85.4% | $6,688-89.0% |
| Admin fee / account holder | $8,842 | $17,304-48.9% | $11,033-19.9% | $13,397-34.0% |