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 8-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 | $2,138 | $34,308-93.8% | $74,701-97.1% | $72,985-97.1% |
| Participation rate | 10.2% | 42.4%-32.2pp | 54.5%-44.3pp | 69.5%-59.3pp |
| Annual return | 18.03% | 26.58%-8.6pp | 752.92%-734.9pp | 81.00%-63.0pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $210 | $1,271-83.5% | $1,964-89.3% | $3,607-94.2% |
| Admin fee / account holder | $2,018 | $2,124-5.0% | $3,333-39.5% | $5,124-60.6% |