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 3-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 | $2,563 | $100,773-97.5% | $88,946-97.1% | $142,382-98.2% |
| Participation rate | 63.6% | 74.3%-10.6pp | 68.8%-5.2pp | 80.1%-16.5pp |
| Annual return | 15.88% | 70.18%-54.3pp | 57.82%-41.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $309 | $2,918-89.4% | $2,555-87.9% | $4,299-92.8% |
| Participant deferral / active EE | $617 | $5,230-88.2% | $4,581-86.5% | $6,507-90.5% |
| Admin fee / account holder | $2,656 | $9,693-72.6% | $8,261-67.9% | $12,624-79.0% |