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 | $945 | $99,020-99.0% | $86,590-98.9% | $147,584-99.4% |
| Participation rate | 20.0% | 76.3%-56.3pp | 73.5%-53.5pp | 82.8%-62.8pp |
| Annual return | 8.86% | 1312.34%-1303.5pp | 964.84%-956.0pp | 578.55%-569.7pp |
| Employer contribution / active EE | $102 | $3,132-96.7% | $2,839-96.4% | $4,876-97.9% |
| Participant deferral / active EE | $102 | $3,972-97.4% | $3,609-97.2% | $5,439-98.1% |
| Admin fee / account holder | $1,120 | $5,710-80.4% | $4,906-77.2% | $10,885-89.7% |