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 | $6,584 | $83,477-92.1% | $125,175-94.7% | $72,985-91.0% |
| Participation rate | 53.1% | 73.3%-20.2pp | 79.8%-26.7pp | 69.5%-16.4pp |
| Annual return | 232.10% | 25.78%+206.3pp | 43.79%+188.3pp | 81.00%+151.1pp |
| Employer contribution / active EE | $889 | $2,345-62.1% | $3,865-77.0% | $2,440-63.6% |
| Participant deferral / active EE | $1,147 | $3,585-68.0% | $4,937-76.8% | $3,607-68.2% |
| Admin fee / account holder | $423 | $5,517-92.3% | $9,702-95.6% | $5,124-91.7% |