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 | $21,172 | $102,317-79.3% | $146,958-85.6% | $80,856-73.8% |
| Participation rate | 25.0% | 75.8%-50.8pp | 82.2%-57.2pp | 67.6%-42.6pp |
| Annual return | 22.56% | 134.76%-112.2pp | 418.34%-395.8pp | 35.59%-13.0pp |
| Employer contribution / active EE | $1,114 | $3,713-70.0% | $4,933-77.4% | $2,755-59.6% |
| Participant deferral / active EE | $1,513 | $6,644-77.2% | $8,070-81.3% | $4,296-64.8% |
| Admin fee / account holder | $1,271 | $7,941-84.0% | $12,998-90.2% | $6,918-81.6% |