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 | $10,794 | $202,318-94.7% | $172,739-93.8% | $152,861-92.9% |
| Participation rate | 59.1% | 87.1%-28.0pp | 82.6%-23.6pp | 82.4%-23.4pp |
| Annual return | 30.58% | 1029.65%-999.1pp | 802.84%-772.3pp | 345.32%-314.7pp |
| Employer contribution / active EE | $1,314 | $5,856-77.6% | $5,143-74.4% | $4,762-72.4% |
| Participant deferral / active EE | $1,601 | $5,948-73.1% | $5,198-69.2% | $5,850-72.6% |
| Admin fee / account holder | $47,619 | $17,109+178.3% | $13,954+241.3% | $11,596+310.6% |