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 | $8,212 | $99,079-91.7% | $77,999-89.5% | $273,961-97.0% |
| Participation rate | 58.8% | 78.6%-19.7pp | 75.5%-16.7pp | 83.0%-24.2pp |
| Annual return | 4.87% | 217.93%-213.1pp | 425.96%-421.1pp | 41.45%-36.6pp |
| Employer contribution / active EE | $507 | $3,308-84.7% | $2,470-79.5% | $4,869-89.6% |
| Participant deferral / active EE | $916 | $4,306-78.7% | $3,497-73.8% | $5,287-82.7% |
| Admin fee / account holder | $968 | $8,954-89.2% | $5,480-82.3% | $10,132-90.4% |