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 4-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 | $6,308 | $99,918-93.7% | $81,382-92.2% | $145,922-95.7% |
| Participation rate | 33.3% | 74.2%-40.8pp | 69.5%-36.2pp | 80.3%-46.9pp |
| Annual return | 9.56% | 34.32%-24.8pp | 24.73%-15.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $552 | $2,978-81.5% | $2,463-77.6% | $4,660-88.2% |
| Participant deferral / active EE | $580 | $4,605-87.4% | $3,883-85.1% | $6,688-91.3% |
| Admin fee / account holder | $3,713 | $8,212-54.8% | $5,768-35.6% | $13,397-72.3% |