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 3-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 | $1,994 | $110,261-98.2% | $95,745-97.9% | $139,434-98.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 12.24% | 27.11%-14.9pp | 28.35%-16.1pp | 372.94%-360.7pp |
| Employer contribution / active EE | $414 | $3,257-87.3% | $2,835-85.4% | $4,751-91.3% |
| Participant deferral / active EE | $492 | $4,676-89.5% | $4,245-88.4% | $6,710-92.7% |
| Admin fee / account holder | $2,631 | $6,613-60.2% | $5,678-53.7% | $11,403-76.9% |