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.
Employer 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 | $5,568 | $226,064-97.5% | $182,532-96.9% | $152,861-96.4% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.0%-78.0pp | 82.4%-82.4pp |
| Annual return | 27.86% | 192.51%-164.6pp | 148.54%-120.7pp | 345.32%-317.5pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,270 | $6,368-80.1% | $5,524-77.0% | $5,850-78.3% |
| Admin fee / account holder | $584 | $10,703-94.5% | $8,592-93.2% | $11,596-95.0% |