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 7-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 | $3,774 | $97,125-96.1% | $86,233-95.6% | $137,256-97.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 16.04% | 74.19%-58.1pp | 61.39%-45.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $642 | $2,841-77.4% | $2,504-74.4% | $4,156-84.6% |
| Participant deferral / active EE | $628 | $5,180-87.9% | $4,559-86.2% | $6,407-90.2% |
| Admin fee / account holder | $881 | $9,725-90.9% | $8,342-89.4% | $12,270-92.8% |