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 | $9,954 | $135,635-92.7% | $110,238-91.0% | $135,375-92.6% |
| Participation rate | 36.8% | 83.5%-46.6pp | 79.8%-43.0pp | 82.6%-45.8pp |
| Annual return | -7.68% | 513.19%-520.9pp | 314.74%-322.4pp | 519.73%-527.4pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $534 | $5,506-90.3% | $4,672-88.6% | $5,609-90.5% |
| Admin fee / account holder | $3,505 | $11,457-69.4% | $8,547-59.0% | $10,827-67.6% |