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 | $4,631 | $149,040-96.9% | $120,225-96.1% | $137,256-96.6% |
| Participation rate | 53.8% | 75.4%-21.6pp | 69.6%-15.7pp | 80.0%-26.1pp |
| Annual return | 12.20% | 605.68%-593.5pp | 439.23%-427.0pp | 220.34%-208.1pp |
| Employer contribution / active EE | $58 | $4,350-98.7% | $3,475-98.3% | $4,156-98.6% |
| Participant deferral / active EE | $97 | $4,655-97.9% | $3,999-97.6% | $6,407-98.5% |
| Admin fee / account holder | $971 | $6,348-84.7% | $5,696-83.0% | $12,270-92.1% |