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 9-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 | $4,475 | $63,346-92.9% | $92,233-95.1% | $70,131-93.6% |
| Participation rate | 37.9% | 68.7%-30.8pp | 76.5%-38.6pp | 69.5%-31.7pp |
| Annual return | 27.65% | 530.12%-502.5pp | 176.28%-148.6pp | 73.14%-45.5pp |
| Employer contribution / active EE | $501 | $2,471-79.7% | $3,679-86.4% | $2,342-78.6% |
| Participant deferral / active EE | $591 | $2,854-79.3% | $3,897-84.8% | $3,332-82.3% |
| Admin fee / account holder | $484 | $3,840-87.4% | $5,194-90.7% | $4,645-89.6% |