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 | $6,759 | $144,119-95.3% | $117,854-94.3% | $147,584-95.4% |
| Participation rate | 19.0% | 83.4%-64.4pp | 79.7%-60.6pp | 82.8%-63.8pp |
| Annual return | 25.90% | 531.15%-505.2pp | 335.08%-309.2pp | 578.55%-552.6pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $862 | $5,316-83.8% | $4,482-80.8% | $5,439-84.1% |
| Admin fee / account holder | $617 | $10,886-94.3% | $8,020-92.3% | $10,885-94.3% |