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 6-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 | $2,699 | $176,056-98.5% | $159,436-98.3% | $167,490-98.4% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 11.40% | 331.75%-320.3pp | 263.57%-252.2pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,293 | $5,297-75.6% | $4,829-73.2% | $4,837-73.3% |
| Participant deferral / active EE | $1,535 | $7,750-80.2% | $7,352-79.1% | $6,341-75.8% |
| Admin fee / account holder | $1,342 | $12,554-89.3% | $10,799-87.6% | $12,309-89.1% |