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 8-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 | $6,797 | $65,365-89.6% | $92,893-92.7% | $72,985-90.7% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 51.53% | 42.10%+9.4pp | 109.41%-57.9pp | 81.00%-29.5pp |
| Employer contribution / active EE | $871 | $2,594-66.4% | $3,653-76.1% | $2,440-64.3% |
| Participant deferral / active EE | $1,118 | $3,128-64.3% | $4,236-73.6% | $3,607-69.0% |
| Admin fee / account holder | $369 | $4,251-91.3% | $5,794-93.6% | $5,124-92.8% |