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 | $2,444 | $97,125-97.5% | $86,233-97.2% | $137,256-98.2% |
| Participation rate | 52.9% | 74.2%-21.3pp | 69.0%-16.1pp | 80.0%-27.0pp |
| Annual return | 24.29% | 74.19%-49.9pp | 61.39%-37.1pp | 220.34%-196.0pp |
| Employer contribution / active EE | $502 | $2,841-82.3% | $2,504-80.0% | $4,156-87.9% |
| Participant deferral / active EE | $721 | $5,180-86.1% | $4,559-84.2% | $6,407-88.7% |
| Admin fee / account holder | $399 | $9,725-95.9% | $8,342-95.2% | $12,270-96.8% |