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 | $10,243 | $49,173-79.2% | $121,098-91.5% | $75,163-86.4% |
| Participation rate | 34.6% | 55.4%-20.8pp | 69.5%-34.9pp | 67.2%-32.6pp |
| Annual return | 18.31% | 55.99%-37.7pp | 985.75%-967.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $493 | $1,546-68.1% | $4,164-88.1% | $2,670-81.5% |
| Participant deferral / active EE | $678 | $2,628-74.2% | $4,080-83.4% | $4,125-83.6% |
| Admin fee / account holder | $424 | $3,942-89.2% | $5,644-92.5% | $5,651-92.5% |