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 | $6,690 | $98,652-93.2% | $142,942-95.3% | $82,448-91.9% |
| Participation rate | 1.3% | 72.8%-71.4pp | 76.8%-75.5pp | 68.1%-66.7pp |
| Annual return | 15.87% | 22.65%-6.8pp | 113.70%-97.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $3,211-100.0% | $4,139-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $59 | $5,580-98.9% | $7,128-99.2% | $4,139-98.6% |
| Admin fee / account holder | $4,180 | $8,078-48.3% | $12,475-66.5% | $7,234-42.2% |