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 5-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 | $6,531 | $50,815-87.1% | $155,509-95.8% | $77,643-91.6% |
| Participation rate | 12.9% | 63.1%-50.2pp | 78.2%-65.3pp | 70.6%-57.7pp |
| Annual return | 12.62% | 34.80%-22.2pp | 64.67%-52.0pp | 31.24%-18.6pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $424 | $2,822-85.0% | $5,626-92.5% | $4,647-90.9% |
| Admin fee / account holder | $778 | $437+78.1% | $15,912-95.1% | $430+80.6% |