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 | $4,855 | $150,440-96.8% | $136,294-96.4% | $147,584-96.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 26071.71% | 1049.08%+25022.6pp | 5155.94%+20915.8pp | 578.55%+25493.2pp |
| Employer contribution / active EE | $2,104 | $5,256-60.0% | $4,695-55.2% | $4,876-56.9% |
| Participant deferral / active EE | $2,104 | $6,630-68.3% | $6,247-66.3% | $5,439-61.3% |
| Admin fee / account holder | $15,732 | $10,905+44.3% | $9,243+70.2% | $10,885+44.5% |