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 | $20,193 | $198,466-89.8% | $170,442-88.2% | $147,584-86.3% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 13.10% | 257.29%-244.2pp | 205.93%-192.8pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,308 | $6,184-78.8% | $5,433-75.9% | $4,876-73.2% |
| Participant deferral / active EE | $1,863 | $5,629-66.9% | $4,939-62.3% | $5,439-65.8% |
| Admin fee / account holder | $3,137 | $16,852-81.4% | $13,880-77.4% | $10,885-71.2% |