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 | $4,485 | $202,432-97.8% | $169,368-97.4% | $139,434-96.8% |
| Participation rate | 30.0% | 81.1%-51.1pp | 77.1%-47.1pp | 80.3%-50.3pp |
| Annual return | 10.04% | 531.74%-521.7pp | 405.60%-395.6pp | 372.94%-362.9pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $957 | $6,938-86.2% | $6,221-84.6% | $6,710-85.7% |
| Admin fee / account holder | $10,415 | $10,708-2.7% | $9,003+15.7% | $11,403-8.7% |