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 | $13,027 | $183,519-92.9% | $155,509-91.6% | $145,922-91.1% |
| Participation rate | 5.9% | 82.7%-76.8pp | 78.2%-72.3pp | 80.3%-74.4pp |
| Annual return | 15.43% | 61.17%-45.7pp | 64.67%-49.2pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,115 | $5,313-79.0% | $4,672-76.1% | $4,660-76.1% |
| Participant deferral / active EE | $1,643 | $6,462-74.6% | $5,626-70.8% | $6,688-75.4% |
| Admin fee / account holder | $5,323 | $19,313-72.4% | $15,912-66.5% | $13,397-60.3% |