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 | $12,010 | $69,763-82.8% | $67,502-82.2% | $74,495-83.9% |
| Participation rate | 38.3% | 71.4%-33.0pp | 72.9%-34.5pp | 67.2%-28.9pp |
| Annual return | 13.37% | -40.34%+53.7pp | 3512.12%-3498.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $770 | $2,704-71.5% | $2,731-71.8% | $2,623-70.6% |
| Participant deferral / active EE | $1,163 | $3,636-68.0% | $4,000-70.9% | $4,346-73.2% |
| Admin fee / account holder | $1,607 | $896+79.3% | $3,998-59.8% | $1,942-17.3% |