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 | $21,755 | $209,832-89.6% | $189,513-88.5% | $167,490-87.0% |
| Participation rate | 43.8% | 88.7%-44.9pp | 87.8%-44.1pp | 82.1%-38.4pp |
| Annual return | 13.27% | 748.27%-735.0pp | 555.15%-541.9pp | 478.56%-465.3pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $773 | $8,935-91.3% | $8,221-90.6% | $6,341-87.8% |
| Admin fee / account holder | $1,302 | $14,293-90.9% | $12,045-89.2% | $12,309-89.4% |