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 6-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 | $18,055 | $102,317-82.4% | $146,958-87.7% | $80,856-77.7% |
| Participation rate | 36.7% | 75.8%-39.2pp | 82.2%-45.5pp | 67.6%-31.0pp |
| Annual return | 14.08% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,394 | $3,713-62.4% | $4,933-71.7% | $2,755-49.4% |
| Participant deferral / active EE | $1,394 | $6,644-79.0% | $8,070-82.7% | $4,296-67.5% |
| Admin fee / account holder | $1,332 | $7,941-83.2% | $12,998-89.8% | $6,918-80.8% |