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 | $7,642 | $109,817-93.0% | $98,442-92.2% | $167,490-95.4% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | 20.37% | 1956.69%-1936.3pp | 1492.73%-1472.4pp | 478.56%-458.2pp |
| Employer contribution / active EE | $796 | $3,224-75.3% | $2,960-73.1% | $4,837-83.5% |
| Participant deferral / active EE | $2 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $16,291 | $6,753+141.3% | $5,949+173.8% | $12,309+32.3% |