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 | $3,283 | $100,773-96.7% | $88,946-96.3% | $142,382-97.7% |
| Participation rate | 44.4% | 74.3%-29.8pp | 68.8%-24.4pp | 80.1%-35.7pp |
| Annual return | 13.93% | 70.18%-56.2pp | 57.82%-43.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $338 | $2,918-88.4% | $2,555-86.8% | $4,299-92.1% |
| Participant deferral / active EE | $328 | $5,230-93.7% | $4,581-92.8% | $6,507-95.0% |
| Admin fee / account holder | $840 | $9,693-91.3% | $8,261-89.8% | $12,624-93.3% |