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 | $5,550 | $73,515-92.5% | $62,995-91.2% | $147,584-96.2% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.8%-41.5pp | 82.8%-49.5pp |
| Annual return | 11.43% | 175.43%-164.0pp | 87.57%-76.1pp | 578.55%-567.1pp |
| Employer contribution / active EE | $333 | $3,320-90.0% | $2,759-87.9% | $4,876-93.2% |
| Participant deferral / active EE | $333 | $4,185-92.1% | $3,329-90.0% | $5,439-93.9% |
| Admin fee / account holder | $780 | $5,953-86.9% | $3,600-78.3% | $10,885-92.8% |