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 | $10,640 | $157,256-93.2% | $141,162-92.5% | $152,861-93.0% |
| Participation rate | 28.6% | 84.8%-56.2pp | 82.5%-53.9pp | 82.4%-53.9pp |
| Annual return | 15.70% | 64.32%-48.6pp | 71.39%-55.7pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,458 | $5,261-72.3% | $4,735-69.2% | $4,762-69.4% |
| Participant deferral / active EE | $2,281 | $7,109-67.9% | $6,709-66.0% | $5,850-61.0% |
| Admin fee / account holder | $12,523 | $12,120+3.3% | $10,261+22.0% | $11,596+8.0% |