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 | $2,043 | $99,020-97.9% | $86,590-97.6% | $147,584-98.6% |
| Participation rate | 8.3% | 76.3%-68.0pp | 73.5%-65.2pp | 82.8%-74.5pp |
| Annual return | 28.27% | 1312.34%-1284.1pp | 964.84%-936.6pp | 578.55%-550.3pp |
| Employer contribution / active EE | $677 | $3,132-78.4% | $2,839-76.2% | $4,876-86.1% |
| Participant deferral / active EE | $175 | $3,972-95.6% | $3,609-95.1% | $5,439-96.8% |
| Admin fee / account holder | $626 | $5,710-89.0% | $4,906-87.2% | $10,885-94.2% |