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 | $2,981 | $52,279-94.3% | $89,391-96.7% | $79,858-96.3% |
| Participation rate | 62.5% | 57.5%+5.0pp | 68.0%-5.5pp | 69.6%-7.1pp |
| Annual return | 59.10% | 22.16%+36.9pp | 245.62%-186.5pp | 31.71%+27.4pp |
| Employer contribution / active EE | $1,930 | $1,572+22.8% | $2,586-25.4% | $2,471-21.9% |
| Participant deferral / active EE | $23 | $2,740-99.1% | $3,890-99.4% | $3,740-99.4% |
| Admin fee / account holder | $1,089 | $3,356-67.6% | $4,881-77.7% | $5,306-79.5% |