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 | $16,925 | $159,901-89.4% | $146,958-88.5% | $145,922-88.4% |
| Participation rate | 59.1% | 84.0%-24.9pp | 82.2%-23.1pp | 80.3%-21.2pp |
| Annual return | 13.82% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,485 | $5,286-71.9% | $4,933-69.9% | $4,660-68.1% |
| Participant deferral / active EE | $2,517 | $8,428-70.1% | $8,070-68.8% | $6,688-62.4% |
| Admin fee / account holder | $16,334 | $15,044+8.6% | $12,998+25.7% | $13,397+21.9% |