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 3-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 | $11,034 | $126,574-91.3% | $106,213-89.6% | $145,922-92.4% |
| Participation rate | 14.3% | 77.6%-63.4pp | 75.3%-61.0pp | 80.3%-66.0pp |
| Annual return | 11.60% | 224.79%-213.2pp | 116.14%-104.5pp | 561.29%-549.7pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $490 | $5,724-91.4% | $5,016-90.2% | $6,688-92.7% |
| Admin fee / account holder | $447 | $17,304-97.4% | $11,033-95.9% | $13,397-96.7% |