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 | $20,465 | $180,449-88.7% | $154,107-86.7% | $135,375-84.9% |
| Participation rate | 68.8% | 87.4%-18.7pp | 83.0%-14.3pp | 82.6%-13.9pp |
| Annual return | -3.14% | 888.09%-891.2pp | 735.12%-738.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $3,068 | $6,035-49.2% | $5,298-42.1% | $4,779-35.8% |
| Participant deferral / active EE | $1,648 | $5,806-71.6% | $5,081-67.6% | $5,609-70.6% |
| Admin fee / account holder | $1,587 | $16,143-90.2% | $13,411-88.2% | $10,827-85.3% |