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 | $2,671 | $95,416-97.2% | $185,823-98.6% | $85,850-96.9% |
| Participation rate | 15.7% | 68.8%-53.1pp | 81.7%-66.0pp | 69.3%-53.6pp |
| Annual return | 12.02% | 23.59%-11.6pp | 122.05%-110.0pp | 318.53%-306.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $158 | $3,423-95.4% | $5,568-97.2% | $3,952-96.0% |
| Admin fee / account holder | $411 | $7,213-94.3% | $16,237-97.5% | $6,260-93.4% |