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 | $119,950 | $297,529-59.7% | $246,525-51.3% | $357,791-66.5% |
| Participation rate | 33.3% | 86.5%-53.2pp | 82.0%-48.6pp | 85.6%-52.3pp |
| Annual return | 9.27% | -2.25%+11.5pp | 0.46%+8.8pp | 396.79%-387.5pp |
| Employer contribution / active EE | $0 | $8,709-100.0% | $7,467-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $4,363 | $6,076-28.2% | $5,422-19.5% | $5,521-21.0% |
| Admin fee / account holder | $1,334 | $16,212-91.8% | $16,551-91.9% | $28,387-95.3% |