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 | $13,747 | $157,256-91.3% | $141,162-90.3% | $152,861-91.0% |
| Participation rate | 13.3% | 84.8%-71.5pp | 82.5%-69.1pp | 82.4%-69.1pp |
| Annual return | 44.57% | 64.32%-19.8pp | 71.39%-26.8pp | 345.32%-300.7pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,818 | $7,109-74.4% | $6,709-72.9% | $5,850-68.9% |
| Admin fee / account holder | $8,150 | $12,120-32.8% | $10,261-20.6% | $11,596-29.7% |