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 | $8,656 | $150,440-94.2% | $136,294-93.6% | $147,584-94.1% |
| Participation rate | 21.4% | 84.4%-63.0pp | 81.9%-60.5pp | 82.8%-61.4pp |
| Annual return | 16.65% | 1049.08%-1032.4pp | 5155.94%-5139.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $462 | $6,630-93.0% | $6,247-92.6% | $5,439-91.5% |
| Admin fee / account holder | $331 | $10,905-97.0% | $9,243-96.4% | $10,885-97.0% |