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 | $288,797-58.5% | $239,577-49.9% | $382,429-68.6% |
| Participation rate | 33.3% | 85.8%-52.5pp | 82.1%-48.8pp | 87.7%-54.4pp |
| Annual return | 9.27% | -3.30%+12.6pp | -0.70%+10.0pp | 248.85%-239.6pp |
| Employer contribution / active EE | $0 | $8,558-100.0% | $7,232-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $4,363 | $6,420-32.0% | $5,676-23.1% | $5,727-23.8% |
| Admin fee / account holder | $1,334 | $18,649-92.8% | $19,315-93.1% | $30,732-95.7% |