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 9-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 | $11,849 | $59,584-80.1% | $86,874-86.4% | $79,386-85.1% |
| Participation rate | 55.3% | 67.7%-12.3pp | 71.6%-16.3pp | 70.7%-15.4pp |
| Annual return | 72.79% | 23.15%+49.6pp | 63.52%+9.3pp | 116.85%-44.1pp |
| Employer contribution / active EE | $639 | $1,768-63.8% | $2,495-74.4% | $2,427-73.7% |
| Participant deferral / active EE | $938 | $3,036-69.1% | $3,699-74.6% | $4,046-76.8% |
| Admin fee / account holder | $461 | $604-23.6% | $5,828-92.1% | $626-26.3% |