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 | $14,352 | $102,317-86.0% | $146,958-90.2% | $80,856-82.2% |
| Participation rate | 56.7% | 75.8%-19.1pp | 82.2%-25.4pp | 67.6%-10.9pp |
| Annual return | 17.52% | 134.76%-117.2pp | 418.34%-400.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,679 | $3,713-54.8% | $4,933-66.0% | $2,755-39.1% |
| Participant deferral / active EE | $2,162 | $6,644-67.5% | $8,070-73.2% | $4,296-49.7% |
| Admin fee / account holder | $2,695 | $7,941-66.1% | $12,998-79.3% | $6,918-61.0% |