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 7-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 | $6,879 | $66,716-89.7% | $89,391-92.3% | - |
| Participation rate | 13.1% | 51.0%-37.9pp | 68.0%-54.8pp | - |
| Annual return | 17.50% | 11.84%+5.7pp | 245.62%-228.1pp | - |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,586-100.0% | - |
| Participant deferral / active EE | $349 | $2,001-82.5% | $3,890-91.0% | - |
| Admin fee / account holder | $925 | $7,082-86.9% | $4,881-81.0% | - |