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 4-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 | $10,223 | $73,933-86.2% | $96,683-89.4% | $75,163-86.4% |
| Participation rate | 31.3% | 66.4%-35.2pp | 74.3%-43.1pp | 67.2%-35.9pp |
| Annual return | 31.12% | 26.70%+4.4pp | 35.69%-4.6pp | 160.62%-129.5pp |
| Employer contribution / active EE | $740 | $2,928-74.7% | $3,737-80.2% | $2,670-72.3% |
| Participant deferral / active EE | $922 | $3,659-74.8% | $4,878-81.1% | $4,125-77.6% |
| Admin fee / account holder | $461 | $5,216-91.2% | $6,730-93.1% | $5,651-91.8% |