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 5-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 | $13,195 | $209,832-93.7% | $189,513-93.0% | $167,490-92.1% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 24.49% | 748.27%-723.8pp | 555.15%-530.7pp | 478.56%-454.1pp |
| Employer contribution / active EE | $3,647 | $6,914-47.3% | $6,162-40.8% | $4,837-24.6% |
| Participant deferral / active EE | $2,363 | $8,935-73.6% | $8,221-71.3% | $6,341-62.7% |
| Admin fee / account holder | $3,399 | $14,293-76.2% | $12,045-71.8% | $12,309-72.4% |