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 | $12,196 | $190,805-93.6% | $159,960-92.4% | $134,475-90.9% |
| Participation rate | 28.6% | 81.9%-53.4pp | 78.0%-49.4pp | 81.2%-52.7pp |
| Annual return | -18.27% | 552.23%-570.5pp | 408.60%-426.9pp | 417.96%-436.2pp |
| Employer contribution / active EE | $900 | $4,995-82.0% | $4,226-78.7% | $4,740-81.0% |
| Participant deferral / active EE | $1,124 | $6,923-83.8% | $6,182-81.8% | $6,400-82.4% |
| Admin fee / account holder | $7,776 | $10,471-25.7% | $8,698-10.6% | $11,426-31.9% |