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 | $17,835 | $183,963-90.3% | $162,163-89.0% | $152,861-88.3% |
| Participation rate | 42.9% | 88.5%-45.6pp | 87.6%-44.7pp | 82.4%-39.6pp |
| Annual return | 20.91% | 150.76%-129.8pp | 115.59%-94.7pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,392 | $6,371-78.1% | $5,614-75.2% | $4,762-70.8% |
| Participant deferral / active EE | $1,374 | $8,034-82.9% | $7,298-81.2% | $5,850-76.5% |
| Admin fee / account holder | $1,865 | $13,121-85.8% | $10,843-82.8% | $11,596-83.9% |