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 6-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 | $7,157 | $202,432-96.5% | $169,368-95.8% | $139,434-94.9% |
| Participation rate | 10.5% | 81.1%-70.5pp | 77.1%-66.6pp | 80.3%-69.8pp |
| Annual return | 9.91% | 531.74%-521.8pp | 405.60%-395.7pp | 372.94%-363.0pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $197 | $6,938-97.2% | $6,221-96.8% | $6,710-97.1% |
| Admin fee / account holder | $1,124 | $10,708-89.5% | $9,003-87.5% | $11,403-90.1% |