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 9-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 | $6,898 | $72,404-90.5% | $110,238-93.7% | $64,186-89.3% |
| Participation rate | 48.4% | 73.3%-24.9pp | 79.8%-31.4pp | 69.6%-21.2pp |
| Annual return | 1744.03% | -6.29%+1750.3pp | 314.74%+1429.3pp | 7.63%+1736.4pp |
| Employer contribution / active EE | $756 | $2,282-66.9% | $3,826-80.2% | $2,381-68.3% |
| Participant deferral / active EE | $1,367 | $3,469-60.6% | $4,672-70.7% | $3,470-60.6% |
| Admin fee / account holder | $625 | $5,664-89.0% | $8,547-92.7% | $4,888-87.2% |