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 3-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 | $4,975 | $201,259-97.5% | $184,200-97.3% | $145,959-96.6% |
| Participation rate | 8.3% | 87.5%-79.2pp | 86.8%-78.5pp | 80.3%-72.0pp |
| Annual return | 14.35% | 28.98%-14.6pp | 28.80%-14.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $216 | $9,806-97.8% | $9,132-97.6% | $6,689-96.8% |
| Admin fee / account holder | $1,200 | $16,372-92.7% | $13,907-91.4% | $13,398-91.0% |