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 | $4,452 | $77,899-94.3% | $149,673-97.0% | $75,163-94.1% |
| Participation rate | 29.7% | 65.6%-35.9pp | 78.8%-49.1pp | 67.2%-37.5pp |
| Annual return | 25.36% | 31.72%-6.4pp | 134.42%-109.1pp | 160.62%-135.3pp |
| Employer contribution / active EE | $490 | $3,137-84.4% | $4,818-89.8% | $2,670-81.6% |
| Participant deferral / active EE | $673 | $3,411-80.3% | $5,680-88.2% | $4,125-83.7% |
| Admin fee / account holder | $485 | $5,956-91.9% | $13,210-96.3% | $5,651-91.4% |