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 6-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 | $11,822 | $126,574-90.7% | $106,213-88.9% | $145,922-91.9% |
| Participation rate | 52.4% | 77.6%-25.3pp | 75.3%-22.9pp | 80.3%-27.9pp |
| Annual return | 14.65% | 224.79%-210.1pp | 116.14%-101.5pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,073 | $3,730-71.2% | $3,171-66.2% | $4,660-77.0% |
| Participant deferral / active EE | $1,496 | $5,724-73.9% | $5,016-70.2% | $6,688-77.6% |
| Admin fee / account holder | $673 | $17,304-96.1% | $11,033-93.9% | $13,397-95.0% |