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 | $22,279 | $85,766-74.0% | $136,294-83.7% | $70,131-68.2% |
| Participation rate | 56.7% | 74.2%-17.5pp | 81.9%-25.3pp | 69.5%-12.9pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,137 | $2,966-61.7% | $4,695-75.8% | $2,342-51.5% |
| Participant deferral / active EE | $1,498 | $5,051-70.4% | $6,247-76.0% | $3,332-55.1% |
| Admin fee / account holder | $1,062 | $5,420-80.4% | $9,243-88.5% | $4,645-77.1% |