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 | $4,466 | $104,907-95.7% | $84,611-94.7% | $152,861-97.1% |
| Participation rate | 52.6% | 74.8%-22.2pp | 68.2%-15.6pp | 82.4%-29.8pp |
| Annual return | 16.20% | 373.79%-357.6pp | 258.74%-242.5pp | 345.32%-329.1pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $391 | $4,688-91.7% | $3,899-90.0% | $5,850-93.3% |
| Admin fee / account holder | $1,236 | $6,241-80.2% | $4,912-74.8% | $11,596-89.3% |