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 | $97,125-97.4% | $86,233-97.0% | $137,256-98.1% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.0%-5.4pp | 80.0%-16.3pp |
| Annual return | 15.88% | 74.19%-58.3pp | 61.39%-45.5pp | 220.34%-204.5pp |
| Employer contribution / active EE | $309 | $2,841-89.1% | $2,504-87.7% | $4,156-92.6% |
| Participant deferral / active EE | $617 | $5,180-88.1% | $4,559-86.5% | $6,407-90.4% |
| Admin fee / account holder | $2,656 | $9,725-72.7% | $8,342-68.2% | $12,270-78.4% |