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 | $13,347 | $102,317-87.0% | $146,958-90.9% | $80,856-83.5% |
| Participation rate | 46.7% | 75.8%-29.2pp | 82.2%-35.5pp | 67.6%-21.0pp |
| Annual return | 12.96% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,155 | $3,713-68.9% | $4,933-76.6% | $2,755-58.1% |
| Participant deferral / active EE | $1,892 | $6,644-71.5% | $8,070-76.6% | $4,296-55.9% |
| Admin fee / account holder | $4,919 | $7,941-38.1% | $12,998-62.2% | $6,918-28.9% |