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 | $1,952 | $49,915-96.1% | $154,803-98.7% | $74,304-97.4% |
| Participation rate | 37.0% | 54.0%-16.9pp | 78.1%-41.0pp | 60.3%-23.3pp |
| Annual return | 23.87% | 34.06%-10.2pp | 58.88%-35.0pp | 29.43%-5.6pp |
| Employer contribution / active EE | $491 | $1,611-69.6% | $4,305-88.6% | $2,241-78.1% |
| Participant deferral / active EE | $538 | $2,255-76.1% | $5,540-90.3% | $3,767-85.7% |
| Admin fee / account holder | $626 | $2,189-71.4% | $14,329-95.6% | $2,969-78.9% |