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 | $102,890 | $495,011-79.2% | $442,409-76.7% | $357,791-71.2% |
| Participation rate | 50.0% | 88.7%-38.7pp | 88.0%-38.0pp | 85.6%-35.6pp |
| Annual return | 14.49% | 92.83%-78.3pp | 90.53%-76.0pp | 396.79%-382.3pp |
| Employer contribution / active EE | $0 | $8,270-100.0% | $7,697-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $4,000 | $7,613-47.5% | $7,555-47.1% | $5,521-27.5% |
| Admin fee / account holder | $1,196 | $60,147-98.0% | $51,603-97.7% | $28,387-95.8% |