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 | $10,161 | $74,661-86.4% | $160,784-93.7% | $67,986-85.1% |
| Participation rate | 22.4% | 57.1%-34.8pp | 77.0%-54.6pp | 57.2%-34.8pp |
| Annual return | 15.04% | 28.83%-13.8pp | 1803.92%-1788.9pp | 31.67%-16.6pp |
| Employer contribution / active EE | $423 | $1,829-76.9% | $3,733-88.7% | $2,019-79.1% |
| Participant deferral / active EE | $601 | $3,681-83.7% | $6,293-90.5% | $3,358-82.1% |
| Admin fee / account holder | $3,560 | $3,959-10.1% | $9,717-63.4% | $3,203+11.1% |