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 | $3,645 | $53,516-93.2% | $126,539-97.1% | $84,808-95.7% |
| Participation rate | 60.0% | 58.2%+1.8pp | 69.8%-9.8pp | 68.3%-8.3pp |
| Annual return | 19.42% | 58.34%-38.9pp | 425.95%-406.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $277 | $1,535-81.9% | $3,674-92.5% | $2,631-89.5% |
| Participant deferral / active EE | $385 | $2,671-85.6% | $4,083-90.6% | $4,212-90.9% |
| Admin fee / account holder | $426 | $4,497-90.5% | $6,065-93.0% | $7,344-94.2% |