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 | $11,578 | $99,020-88.3% | $86,590-86.6% | $147,584-92.2% |
| Participation rate | 23.5% | 76.3%-52.8pp | 73.5%-50.0pp | 82.8%-59.3pp |
| Annual return | 10.79% | 1312.34%-1301.5pp | 964.84%-954.1pp | 578.55%-567.8pp |
| Employer contribution / active EE | $347 | $3,132-88.9% | $2,839-87.8% | $4,876-92.9% |
| Participant deferral / active EE | $440 | $3,972-88.9% | $3,609-87.8% | $5,439-91.9% |
| Admin fee / account holder | $3,471 | $5,710-39.2% | $4,906-29.2% | $10,885-68.1% |