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 | $12,256 | $144,119-91.5% | $117,854-89.6% | $147,584-91.7% |
| Participation rate | 54.5% | 83.4%-28.9pp | 79.7%-25.1pp | 82.8%-28.3pp |
| Annual return | 15.88% | 531.15%-515.3pp | 335.08%-319.2pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,004 | $4,896-79.5% | $3,786-73.5% | $4,876-79.4% |
| Participant deferral / active EE | $1,389 | $5,316-73.9% | $4,482-69.0% | $5,439-74.5% |
| Admin fee / account holder | $8,279 | $10,886-23.9% | $8,020+3.2% | $10,885-23.9% |