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 | $18,378 | $157,256-88.3% | $141,162-87.0% | $152,861-88.0% |
| Participation rate | 47.8% | 84.8%-37.0pp | 82.5%-34.6pp | 82.4%-34.6pp |
| Annual return | 25.26% | 64.32%-39.1pp | 71.39%-46.1pp | 345.32%-320.1pp |
| Employer contribution / active EE | $943 | $5,261-82.1% | $4,735-80.1% | $4,762-80.2% |
| Participant deferral / active EE | $1,616 | $7,109-77.3% | $6,709-75.9% | $5,850-72.4% |
| Admin fee / account holder | $1,675 | $12,120-86.2% | $10,261-83.7% | $11,596-85.6% |