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 | $12,554 | $86,944-85.6% | $107,525-88.3% | $74,304-83.1% |
| Participation rate | 29.3% | 59.6%-30.3pp | 75.1%-45.8pp | 60.3%-31.1pp |
| Annual return | 101.56% | 23.52%+78.0pp | 181.32%-79.8pp | 29.43%+72.1pp |
| Employer contribution / active EE | $1,134 | $2,757-58.9% | $3,754-69.8% | $2,241-49.4% |
| Participant deferral / active EE | $427 | $3,554-88.0% | $5,116-91.7% | $3,767-88.7% |
| Admin fee / account holder | $1,582 | $3,727-57.5% | $8,919-82.3% | $2,969-46.7% |