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 | $3,837 | $89,355-95.7% | $141,162-97.3% | $72,985-94.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 420.83% | 111.85%+309.0pp | 71.39%+349.4pp | 81.00%+339.8pp |
| Employer contribution / active EE | $1,094 | $3,114-64.9% | $4,735-76.9% | $2,440-55.1% |
| Participant deferral / active EE | $2,034 | $5,418-62.5% | $6,709-69.7% | $3,607-43.6% |
| Admin fee / account holder | $2,406 | $5,958-59.6% | $10,261-76.5% | $5,124-53.0% |