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 | $1,735 | $105,931-98.4% | $81,930-97.9% | $158,922-98.9% |
| Participation rate | 30.0% | 75.6%-45.6pp | 72.0%-42.0pp | 82.0%-52.0pp |
| Annual return | 20.92% | 38.17%-17.3pp | 29.49%-8.6pp | 302.83%-281.9pp |
| Employer contribution / active EE | $276 | $7,800-96.5% | $4,310-93.6% | $4,761-94.2% |
| Participant deferral / active EE | $280 | $13,003-97.8% | $7,107-96.1% | $5,982-95.3% |
| Admin fee / account holder | $417 | $8,489-95.1% | $5,158-91.9% | $11,246-96.3% |