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 | $12,846 | $209,336-93.9% | $197,124-93.5% | $137,256-90.6% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 25.27% | 48.09%-22.8pp | 44.34%-19.1pp | 220.34%-195.1pp |
| Employer contribution / active EE | $1,360 | $6,591-79.4% | $6,227-78.2% | $4,156-67.3% |
| Participant deferral / active EE | $2,807 | $9,614-70.8% | $9,135-69.3% | $6,407-56.2% |
| Admin fee / account holder | $454 | $17,308-97.4% | $16,298-97.2% | $12,270-96.3% |