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 | $20,361 | $217,402-90.6% | $185,823-89.0% | $167,490-87.8% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 34.07% | 148.36%-114.3pp | 122.05%-88.0pp | 478.56%-444.5pp |
| Employer contribution / active EE | $1,532 | $5,873-73.9% | $5,167-70.4% | $4,837-68.3% |
| Participant deferral / active EE | $2,149 | $6,356-66.2% | $5,568-61.4% | $6,341-66.1% |
| Admin fee / account holder | $2,442 | $19,811-87.7% | $16,237-85.0% | $12,309-80.2% |