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 | $50,117 | $538,095-90.7% | $477,111-89.5% | $382,429-86.9% |
| Participation rate | 26.3% | 90.5%-64.2pp | 88.9%-62.5pp | 87.7%-61.4pp |
| Annual return | 12.38% | 104.06%-91.7pp | 101.90%-89.5pp | 248.85%-236.5pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $8,708-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $860 | $7,856-89.1% | $7,539-88.6% | $5,727-85.0% |
| Admin fee / account holder | $1,186 | $48,739-97.6% | $42,132-97.2% | $30,732-96.1% |