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 | $13,097 | $56,423-76.8% | $77,163-83.0% | $71,457-81.7% |
| Participation rate | 23.8% | 64.3%-40.6pp | 69.6%-45.8pp | 67.9%-44.2pp |
| Annual return | 102.95% | 19.05%+83.9pp | 37.87%+65.1pp | 28.85%+74.1pp |
| Employer contribution / active EE | $654 | $1,866-64.9% | $2,535-74.2% | $2,588-74.7% |
| Participant deferral / active EE | $966 | $3,142-69.3% | $3,833-74.8% | $4,289-77.5% |
| Admin fee / account holder | $2,337 | $1,429+63.5% | $5,472-57.3% | $1,587+47.2% |