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 | $24,063 | $171,865-86.0% | $149,718-83.9% | $147,584-83.7% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 18.04% | 2113.22%-2095.2pp | 1501.63%-1483.6pp | 578.55%-560.5pp |
| Employer contribution / active EE | $3,307 | $6,275-47.3% | $5,445-39.3% | $4,876-32.2% |
| Participant deferral / active EE | $1,008 | $7,271-86.1% | $6,569-84.7% | $5,439-81.5% |
| Admin fee / account holder | $5,482 | $13,799-60.3% | $11,283-51.4% | $10,885-49.6% |