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 | $20,375 | $150,440-86.5% | $136,294-85.1% | $147,584-86.2% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 11.42% | 1049.08%-1037.7pp | 5155.94%-5144.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $1,018 | $5,256-80.6% | $4,695-78.3% | $4,876-79.1% |
| Participant deferral / active EE | $1,932 | $6,630-70.9% | $6,247-69.1% | $5,439-64.5% |
| Admin fee / account holder | $15,338 | $10,905+40.6% | $9,243+65.9% | $10,885+40.9% |