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 | $7,083 | $148,534-95.2% | $135,903-94.8% | $139,434-94.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 28.27% | 79.19%-50.9pp | 68.23%-40.0pp | 372.94%-344.7pp |
| Employer contribution / active EE | $1,348 | $5,243-74.3% | $4,856-72.2% | $4,751-71.6% |
| Participant deferral / active EE | $1,881 | $8,100-76.8% | $7,758-75.8% | $6,710-72.0% |
| Admin fee / account holder | $685 | $12,400-94.5% | $10,762-93.6% | $11,403-94.0% |