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 6-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 | $8,619 | $227,553-96.2% | $189,557-95.5% | $167,490-94.9% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.4%-49.9pp | 82.1%-53.5pp |
| Annual return | 9.79% | 78.40%-68.6pp | 64.17%-54.4pp | 478.56%-468.8pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,212 | $7,002-82.7% | $6,174-80.4% | $6,341-80.9% |
| Admin fee / account holder | $8,600 | $11,878-27.6% | $9,807-12.3% | $12,309-30.1% |