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 | $9,248 | $83,902-89.0% | $167,512-94.5% | $84,808-89.1% |
| Participation rate | 37.9% | 66.5%-28.5pp | 77.1%-39.1pp | 68.3%-30.4pp |
| Annual return | 19.31% | 91.55%-72.2pp | 1615.79%-1596.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $505 | $2,264-77.7% | $3,882-87.0% | $2,631-80.8% |
| Participant deferral / active EE | $520 | $4,442-88.3% | $6,405-91.9% | $4,212-87.7% |
| Admin fee / account holder | $707 | $7,915-91.1% | $9,769-92.8% | $7,344-90.4% |