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 | $3,542 | $99,020-96.4% | $86,590-95.9% | $147,584-97.6% |
| Participation rate | 38.5% | 76.3%-37.9pp | 73.5%-35.1pp | 82.8%-44.4pp |
| Annual return | 14.48% | 1312.34%-1297.9pp | 964.84%-950.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $61 | $3,132-98.1% | $2,839-97.9% | $4,876-98.8% |
| Participant deferral / active EE | $244 | $3,972-93.9% | $3,609-93.2% | $5,439-95.5% |
| Admin fee / account holder | $1,506 | $5,710-73.6% | $4,906-69.3% | $10,885-86.2% |