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 | $12,654 | $159,901-92.1% | $146,958-91.4% | $145,922-91.3% |
| Participation rate | 36.4% | 84.0%-47.6pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 12.06% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,722 | $5,286-67.4% | $4,933-65.1% | $4,660-63.1% |
| Participant deferral / active EE | $1,242 | $8,428-85.3% | $8,070-84.6% | $6,688-81.4% |
| Admin fee / account holder | $2,137 | $15,044-85.8% | $12,998-83.6% | $13,397-84.1% |