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 | $21,479 | $150,440-85.7% | $136,294-84.2% | $147,584-85.4% |
| Participation rate | 46.7% | 84.4%-37.8pp | 81.9%-35.3pp | 82.8%-36.2pp |
| Annual return | 13.70% | 1049.08%-1035.4pp | 5155.94%-5142.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,358 | $5,256-74.2% | $4,695-71.1% | $4,876-72.1% |
| Participant deferral / active EE | $1,997 | $6,630-69.9% | $6,247-68.0% | $5,439-63.3% |
| Admin fee / account holder | $7,846 | $10,905-28.1% | $9,243-15.1% | $10,885-27.9% |