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 | $15,275 | $102,317-85.1% | $146,958-89.6% | $80,856-81.1% |
| Participation rate | 21.7% | 75.8%-54.1pp | 82.2%-60.4pp | 67.6%-45.9pp |
| Annual return | 12.51% | 134.76%-122.3pp | 418.34%-405.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $711 | $6,644-89.3% | $8,070-91.2% | $4,296-83.4% |
| Admin fee / account holder | $1,079 | $7,941-86.4% | $12,998-91.7% | $6,918-84.4% |