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 | $12,145 | $62,573-80.6% | $85,682-85.8% | $85,850-85.9% |
| Participation rate | 13.8% | 61.1%-47.3pp | 69.9%-56.1pp | 69.3%-55.5pp |
| Annual return | 89.05% | 23.77%+65.3pp | 21.49%+67.6pp | 318.53%-229.5pp |
| Employer contribution / active EE | $560 | $1,757-68.1% | $2,618-78.6% | $2,565-78.2% |
| Participant deferral / active EE | $486 | $2,802-82.6% | $3,923-87.6% | $3,952-87.7% |
| Admin fee / account holder | $4,818 | $4,640+3.8% | $6,873-29.9% | $6,260-23.0% |