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 9-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 | $9,768 | $183,592-94.7% | $155,567-93.7% | $145,959-93.3% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.5pp | 80.3%-33.6pp |
| Annual return | 9.72% | 61.24%-51.5pp | 64.74%-55.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $3,071 | $5,315-42.2% | $4,674-34.3% | $4,661-34.1% |
| Participant deferral / active EE | $116 | $6,464-98.2% | $5,628-97.9% | $6,689-98.3% |
| Admin fee / account holder | $5,247 | $19,318-72.8% | $15,916-67.0% | $13,398-60.8% |