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 9-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 | $11,415 | $133,958-91.5% | $112,228-89.8% | $134,475-91.5% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.1%-16.7pp | 81.2%-22.9pp |
| Annual return | -16.00% | 47.11%-63.1pp | 27.45%-43.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $913 | $4,038-77.4% | $3,635-74.9% | $4,740-80.7% |
| Participant deferral / active EE | $1,199 | $5,291-77.3% | $4,728-74.6% | $6,400-81.3% |
| Admin fee / account holder | $568 | $7,489-92.4% | $6,410-91.1% | $11,426-95.0% |