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 | $15,834 | $98,750-84.0% | $149,696-89.4% | $79,858-80.2% |
| Participation rate | 25.6% | 75.8%-50.2pp | 82.5%-56.9pp | 69.6%-44.1pp |
| Annual return | 15.56% | 27.43%-11.9pp | 276.60%-261.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $916 | $5,680-83.9% | $6,842-86.6% | $3,740-75.5% |
| Admin fee / account holder | $980 | $6,053-83.8% | $9,309-89.5% | $5,306-81.5% |