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 6-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 | $3,453 | $98,750-96.5% | $149,696-97.7% | $79,858-95.7% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.5%-20.0pp | 69.6%-7.1pp |
| Annual return | 32.71% | 27.43%+5.3pp | 276.60%-243.9pp | 31.71%+1.0pp |
| Employer contribution / active EE | $2,252 | $3,216-30.0% | $4,644-51.5% | $2,471-8.9% |
| Participant deferral / active EE | $769 | $5,680-86.5% | $6,842-88.8% | $3,740-79.4% |
| Admin fee / account holder | $974 | $6,053-83.9% | $9,309-89.5% | $5,306-81.6% |