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 | $18,899 | $135,635-86.1% | $110,238-82.9% | $135,375-86.0% |
| Participation rate | 15.8% | 83.5%-67.7pp | 79.8%-64.0pp | 82.6%-66.9pp |
| Annual return | -5.31% | 513.19%-518.5pp | 314.74%-320.1pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,117 | $4,906-77.2% | $3,826-70.8% | $4,779-76.6% |
| Participant deferral / active EE | $1,341 | $5,506-75.6% | $4,672-71.3% | $5,609-76.1% |
| Admin fee / account holder | $2,331 | $11,457-79.7% | $8,547-72.7% | $10,827-78.5% |