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 10-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 | $16,616 | $197,591-91.6% | $177,821-90.7% | $158,922-89.5% |
| Participation rate | 21.4% | 88.5%-67.1pp | 87.7%-66.3pp | 82.0%-60.5pp |
| Annual return | 14.55% | 58.76%-44.2pp | 48.32%-33.8pp | 302.83%-288.3pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,194 | $8,405-85.8% | $7,714-84.5% | $5,982-80.0% |
| Admin fee / account holder | $10,288 | $15,399-33.2% | $12,427-17.2% | $11,246-8.5% |