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 | $27,879 | $144,119-80.7% | $117,854-76.3% | $147,584-81.1% |
| Participation rate | 26.3% | 83.4%-57.1pp | 79.7%-53.3pp | 82.8%-56.5pp |
| Annual return | 16.40% | 531.15%-514.8pp | 335.08%-318.7pp | 578.55%-562.2pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $386 | $5,316-92.7% | $4,482-91.4% | $5,439-92.9% |
| Admin fee / account holder | $2,079 | $10,886-80.9% | $8,020-74.1% | $10,885-80.9% |