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 7-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 | $3,785 | $81,632-95.4% | $70,449-94.6% | $158,922-97.6% |
| Participation rate | 31.3% | 77.7%-46.5pp | 75.1%-43.8pp | 82.0%-50.7pp |
| Annual return | 8.52% | 208.40%-199.9pp | 109.03%-100.5pp | 302.83%-294.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $653 | $4,554-85.7% | $3,709-82.4% | $5,982-89.1% |
| Admin fee / account holder | $1,280 | $6,193-79.3% | $3,845-66.7% | $11,246-88.6% |