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 | $3,362 | $97,044-96.5% | $83,333-96.0% | $135,375-97.5% |
| Participation rate | 30.0% | 80.4%-50.4pp | 77.8%-47.8pp | 82.6%-52.6pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.63%-10.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $625 | $4,143-84.9% | $3,379-81.5% | $4,779-86.9% |
| Participant deferral / active EE | $664 | $5,964-88.9% | $5,565-88.1% | $5,609-88.2% |
| Admin fee / account holder | $712 | $8,380-91.5% | $7,510-90.5% | $10,827-93.4% |