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 5-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 | $4,360 | $97,125-95.5% | $86,233-94.9% | $137,256-96.8% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.0%-6.5pp | 80.0%-17.5pp |
| Annual return | 24.94% | 74.19%-49.2pp | 61.39%-36.5pp | 220.34%-195.4pp |
| Employer contribution / active EE | $517 | $2,841-81.8% | $2,504-79.4% | $4,156-87.6% |
| Participant deferral / active EE | $624 | $5,180-88.0% | $4,559-86.3% | $6,407-90.3% |
| Admin fee / account holder | $433 | $9,725-95.6% | $8,342-94.8% | $12,270-96.5% |