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 7-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 | $1,204 | $183,519-99.3% | $155,509-99.2% | $145,922-99.2% |
| Participation rate | 4.5% | 82.7%-78.1pp | 78.2%-73.6pp | 80.3%-75.7pp |
| Annual return | 35.44% | 61.17%-25.7pp | 64.67%-29.2pp | 561.29%-525.8pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $254 | $6,462-96.1% | $5,626-95.5% | $6,688-96.2% |
| Admin fee / account holder | $939 | $19,313-95.1% | $15,912-94.1% | $13,397-93.0% |