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 | $4,418 | $102,547-95.7% | $78,210-94.4% | $147,584-97.0% |
| Participation rate | 18.2% | 74.4%-56.2pp | 68.7%-50.5pp | 82.8%-64.6pp |
| Annual return | 7.14% | 51.08%-43.9pp | 40.90%-33.8pp | 578.55%-571.4pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $124 | $3,481-96.4% | $2,823-95.6% | $5,439-97.7% |
| Admin fee / account holder | $3,341 | $5,059-34.0% | $3,758-11.1% | $10,885-69.3% |