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 | $6,233 | $51,576-87.9% | $129,207-95.2% | $80,856-92.3% |
| Participation rate | 50.0% | 57.0%-7.0pp | 69.6%-19.6pp | 67.6%-17.6pp |
| Annual return | 97.79% | 20.81%+77.0pp | 9417.33%-9319.5pp | 35.59%+62.2pp |
| Employer contribution / active EE | $351 | $1,584-77.8% | $4,153-91.5% | $2,755-87.3% |
| Participant deferral / active EE | $495 | $2,669-81.4% | $4,168-88.1% | $4,296-88.5% |
| Admin fee / account holder | $2,034 | $4,305-52.8% | $7,715-73.6% | $6,918-70.6% |