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 | $18,550 | $102,317-81.9% | $146,958-87.4% | $80,856-77.1% |
| Participation rate | 27.4% | 75.8%-48.5pp | 82.2%-54.8pp | 67.6%-40.3pp |
| Annual return | 81.11% | 134.76%-53.6pp | 418.34%-337.2pp | 35.59%+45.5pp |
| Employer contribution / active EE | $1,059 | $3,713-71.5% | $4,933-78.5% | $2,755-61.6% |
| Participant deferral / active EE | $1,656 | $6,644-75.1% | $8,070-79.5% | $4,296-61.5% |
| Admin fee / account holder | $4,347 | $7,941-45.3% | $12,998-66.6% | $6,918-37.2% |