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 | $3,925 | $118,919-96.7% | $88,538-95.6% | $152,861-97.4% |
| Participation rate | 6.7% | 73.4%-66.7pp | 68.7%-62.1pp | 82.4%-75.8pp |
| Annual return | 14.76% | 47.92%-33.2pp | 43.64%-28.9pp | 345.32%-330.6pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $39 | $3,549-98.9% | $2,914-98.7% | $5,850-99.3% |
| Admin fee / account holder | $3,159 | $5,876-46.2% | $4,310-26.7% | $11,596-72.8% |