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 7-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 | $13,130 | $105,181-87.5% | $159,436-91.8% | $85,850-84.7% |
| Participation rate | 10.6% | 75.8%-65.2pp | 82.8%-72.2pp | 69.3%-58.7pp |
| Annual return | 127.32% | 45.07%+82.2pp | 263.57%-136.3pp | 318.53%-191.2pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $518 | $5,945-91.3% | $7,352-93.0% | $3,952-86.9% |
| Admin fee / account holder | $481 | $6,933-93.1% | $10,799-95.5% | $6,260-92.3% |