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 | $14,580 | $160,055-90.9% | $140,016-89.6% | $135,375-89.2% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -0.94% | 911.38%-912.3pp | 651.12%-652.1pp | 519.73%-520.7pp |
| Employer contribution / active EE | $1,476 | $6,420-77.0% | $5,606-73.7% | $4,779-69.1% |
| Participant deferral / active EE | $342 | $7,642-95.5% | $6,927-95.1% | $5,609-93.9% |
| Admin fee / account holder | $1,083 | $13,328-91.9% | $10,705-89.9% | $10,827-90.0% |