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 | $1,585 | $95,803-98.3% | $113,168-98.6% | $84,808-98.1% |
| Participation rate | 16.1% | 72.9%-56.7pp | 76.6%-60.4pp | 68.3%-52.2pp |
| Annual return | 259.93% | 25.00%+234.9pp | 24.27%+235.7pp | 40.90%+219.0pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $167 | $4,242-96.1% | $5,107-96.7% | $4,212-96.0% |
| Admin fee / account holder | $2,219 | $8,989-75.3% | $12,068-81.6% | $7,344-69.8% |