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 | $8,696 | $148,534-94.1% | $135,903-93.6% | $139,434-93.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 202.67% | 79.19%+123.5pp | 68.23%+134.4pp | 372.94%-170.3pp |
| Employer contribution / active EE | $1,921 | $5,243-63.4% | $4,856-60.4% | $4,751-59.6% |
| Participant deferral / active EE | $974 | $8,100-88.0% | $7,758-87.4% | $6,710-85.5% |
| Admin fee / account holder | $2,236 | $12,400-82.0% | $10,762-79.2% | $11,403-80.4% |