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 6-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 | $5,175 | $112,881-95.4% | $90,951-94.3% | $158,922-96.7% |
| Participation rate | 53.8% | 74.7%-20.9pp | 69.0%-15.2pp | 82.0%-28.1pp |
| Annual return | 45.60% | 215.79%-170.2pp | 134.60%-89.0pp | 302.83%-257.2pp |
| Employer contribution / active EE | $1,972 | $2,893-31.8% | $2,122-7.1% | $4,761-58.6% |
| Participant deferral / active EE | $918 | $4,128-77.8% | $3,373-72.8% | $5,982-84.7% |
| Admin fee / account holder | $1,798 | $8,041-77.6% | $5,959-69.8% | $11,246-84.0% |