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 | $9,372 | $54,701-82.9% | $86,188-89.1% | $71,457-86.9% |
| Participation rate | 63.5% | 60.1%+3.4pp | 69.0%-5.5pp | 67.9%-4.4pp |
| Annual return | 14.63% | 20.06%-5.4pp | 1168.45%-1153.8pp | 28.85%-14.2pp |
| Employer contribution / active EE | $773 | $1,265-38.9% | $2,380-67.5% | $2,588-70.1% |
| Participant deferral / active EE | $977 | $3,108-68.6% | $3,985-75.5% | $4,289-77.2% |
| Admin fee / account holder | $443 | $1,922-77.0% | $6,852-93.5% | $1,587-72.1% |