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 | $17,858 | $175,202-89.8% | $149,673-88.1% | $139,434-87.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 23.58% | 166.71%-143.1pp | 134.42%-110.8pp | 372.94%-349.4pp |
| Employer contribution / active EE | $1,126 | $5,474-79.4% | $4,818-76.6% | $4,751-76.3% |
| Participant deferral / active EE | $1,407 | $6,519-78.4% | $5,680-75.2% | $6,710-79.0% |
| Admin fee / account holder | $336 | $16,150-97.9% | $13,210-97.5% | $11,403-97.1% |