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 | $12,478 | $232,540-94.6% | $185,117-93.3% | $147,584-91.5% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 11.40% | 43.03%-31.6pp | 40.50%-29.1pp | 578.55%-567.1pp |
| Employer contribution / active EE | $480 | $5,195-90.8% | $4,182-88.5% | $4,876-90.2% |
| Participant deferral / active EE | $567 | $5,834-90.3% | $5,045-88.8% | $5,439-89.6% |
| Admin fee / account holder | $7,063 | $10,275-31.3% | $8,159-13.4% | $10,885-35.1% |