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 | $5,958 | $63,346-90.6% | $92,233-93.5% | $70,131-91.5% |
| Participation rate | 17.3% | 68.7%-51.3pp | 76.5%-59.1pp | 69.5%-52.2pp |
| Annual return | 19.44% | 530.12%-510.7pp | 176.28%-156.8pp | 73.14%-53.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $622 | $2,854-78.2% | $3,897-84.0% | $3,332-81.3% |
| Admin fee / account holder | $1,479 | $3,840-61.5% | $5,194-71.5% | $4,645-68.2% |