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 | $3,094 | $100,773-96.9% | $88,946-96.5% | $142,382-97.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 19.91% | 70.18%-50.3pp | 57.82%-37.9pp | 217.08%-197.2pp |
| Employer contribution / active EE | $318 | $2,918-89.1% | $2,555-87.6% | $4,299-92.6% |
| Participant deferral / active EE | $362 | $5,230-93.1% | $4,581-92.1% | $6,507-94.4% |
| Admin fee / account holder | $826 | $9,693-91.5% | $8,261-90.0% | $12,624-93.5% |