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 7-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 | $13,313 | $70,428-81.1% | $96,562-86.2% | $85,850-84.5% |
| Participation rate | 43.7% | 61.8%-18.1pp | 69.8%-26.1pp | 69.3%-25.6pp |
| Annual return | 95.42% | 18.59%+76.8pp | 37.78%+57.6pp | 318.53%-223.1pp |
| Employer contribution / active EE | $639 | $1,413-54.7% | $2,356-72.9% | $2,565-75.1% |
| Participant deferral / active EE | $814 | $2,894-71.9% | $3,849-78.8% | $3,952-79.4% |
| Admin fee / account holder | $532 | $4,997-89.4% | $6,181-91.4% | $6,260-91.5% |