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 8-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 | $10,003 | $157,256-93.6% | $141,162-92.9% | $152,861-93.5% |
| Participation rate | 38.9% | 84.8%-45.9pp | 82.5%-43.6pp | 82.4%-43.6pp |
| Annual return | 35.90% | 64.32%-28.4pp | 71.39%-35.5pp | 345.32%-309.4pp |
| Employer contribution / active EE | $1,268 | $5,261-75.9% | $4,735-73.2% | $4,762-73.4% |
| Participant deferral / active EE | $1,654 | $7,109-76.7% | $6,709-75.4% | $5,850-71.7% |
| Admin fee / account holder | $927 | $12,120-92.4% | $10,261-91.0% | $11,596-92.0% |