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 4-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 | $13,758 | $210,648-93.5% | $177,989-92.3% | $145,922-90.6% |
| Participation rate | 31.6% | 80.8%-49.2pp | 77.1%-45.5pp | 80.3%-48.7pp |
| Annual return | 20.62% | 385.86%-365.2pp | 294.48%-273.9pp | 561.29%-540.7pp |
| Employer contribution / active EE | $651 | $4,565-85.7% | $3,949-83.5% | $4,660-86.0% |
| Participant deferral / active EE | $772 | $6,958-88.9% | $6,276-87.7% | $6,688-88.5% |
| Admin fee / account holder | $1,365 | $12,013-88.6% | $10,363-86.8% | $13,397-89.8% |