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 | $4,362 | $115,770-96.2% | $101,248-95.7% | $158,922-97.3% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 51.13% | 56.14%-5.0pp | 46.47%+4.7pp | 302.83%-251.7pp |
| Employer contribution / active EE | $810 | $4,175-80.6% | $3,660-77.9% | $4,761-83.0% |
| Participant deferral / active EE | $1,337 | $4,957-73.0% | $4,370-69.4% | $5,982-77.7% |
| Admin fee / account holder | $350 | $7,245-95.2% | $5,945-94.1% | $11,246-96.9% |