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 | $10,190 | $68,346-85.1% | $94,646-89.2% | $75,163-86.4% |
| Participation rate | 57.4% | 76.1%-18.7pp | 80.8%-23.4pp | 67.2%-9.7pp |
| Annual return | 36.78% | 616.93%-580.1pp | 156.71%-119.9pp | 160.62%-123.8pp |
| Employer contribution / active EE | $777 | $2,701-71.2% | $3,672-78.8% | $2,670-70.9% |
| Participant deferral / active EE | $1,939 | $6,537-70.3% | $7,418-73.9% | $4,125-53.0% |
| Admin fee / account holder | $879 | $5,326-83.5% | $7,231-87.8% | $5,651-84.4% |