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 | $27,020 | $198,466-86.4% | $170,442-84.1% | $147,584-81.7% |
| Participation rate | 52.9% | 88.0%-35.0pp | 83.6%-30.7pp | 82.8%-29.9pp |
| Annual return | 22.36% | 257.29%-234.9pp | 205.93%-183.6pp | 578.55%-556.2pp |
| Employer contribution / active EE | $3,375 | $6,184-45.4% | $5,433-37.9% | $4,876-30.8% |
| Participant deferral / active EE | $1,587 | $5,629-71.8% | $4,939-67.9% | $5,439-70.8% |
| Admin fee / account holder | $5,576 | $16,852-66.9% | $13,880-59.8% | $10,885-48.8% |