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 3-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 | $22,894 | $59,402-61.5% | $93,654-75.6% | $74,546-69.3% |
| Participation rate | 11.0% | 59.7%-48.7pp | 68.7%-57.7pp | 67.2%-56.2pp |
| Annual return | 15.11% | 81.86%-66.7pp | 133.34%-118.2pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $330 | $1,265-73.9% | $2,421-86.4% | $2,624-87.4% |
| Participant deferral / active EE | $619 | $3,049-79.7% | $4,413-86.0% | $4,347-85.8% |
| Admin fee / account holder | $2,177 | $3,023-28.0% | $8,282-73.7% | $1,944+12.0% |