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 | $6,630 | $69,515-90.5% | $86,874-92.4% | $85,850-92.3% |
| Participation rate | 44.8% | 66.3%-21.5pp | 71.6%-26.8pp | 69.3%-24.5pp |
| Annual return | 26.30% | 20.12%+6.2pp | 63.52%-37.2pp | 318.53%-292.2pp |
| Employer contribution / active EE | $654 | $1,880-65.2% | $2,495-73.8% | $2,565-74.5% |
| Participant deferral / active EE | $1,061 | $2,919-63.7% | $3,699-71.3% | $3,952-73.2% |
| Admin fee / account holder | $449 | $5,972-92.5% | $5,828-92.3% | $6,260-92.8% |