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 | $8,792 | $84,696-89.6% | $75,696-88.4% | $167,490-94.8% |
| Participation rate | 52.4% | 77.8%-25.5pp | 74.8%-22.5pp | 82.1%-29.7pp |
| Annual return | 19.86% | 199.36%-179.5pp | 104.53%-84.7pp | 478.56%-458.7pp |
| Employer contribution / active EE | $1,131 | $3,230-65.0% | $2,743-58.8% | $4,837-76.6% |
| Participant deferral / active EE | $715 | $4,580-84.4% | $3,821-81.3% | $6,341-88.7% |
| Admin fee / account holder | $1,141 | $5,355-78.7% | $3,619-68.5% | $12,309-90.7% |