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 | $25,200 | $209,411-88.0% | $178,490-85.9% | $158,922-84.1% |
| Participation rate | 41.7% | 86.3%-44.7pp | 81.9%-40.3pp | 82.0%-40.3pp |
| Annual return | 14.67% | 188.75%-174.1pp | 151.07%-136.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,709 | $5,954-71.3% | $5,202-67.1% | $5,982-71.4% |
| Admin fee / account holder | $4,285 | $17,074-74.9% | $13,984-69.4% | $11,246-61.9% |