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 4-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 | $9,543 | $109,881-91.3% | $150,045-93.6% | $84,808-88.7% |
| Participation rate | 61.2% | 76.1%-14.9pp | 82.3%-21.1pp | 68.3%-7.1pp |
| Annual return | 14.21% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,466 | $3,561-30.8% | $4,693-47.5% | $2,631-6.3% |
| Participant deferral / active EE | $337 | $6,636-94.9% | $7,997-95.8% | $4,212-92.0% |
| Admin fee / account holder | $756 | $8,568-91.2% | $13,435-94.4% | $7,344-89.7% |