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 | $4,037 | $197,825-98.0% | $155,790-97.4% | $125,391-96.8% |
| Participation rate | 8.7% | 82.1%-73.4pp | 76.1%-67.4pp | 83.2%-74.5pp |
| Annual return | 2.35% | 86.74%-84.4pp | 71.54%-69.2pp | 282.22%-279.9pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $198 | $5,630-96.5% | $4,797-95.9% | $5,352-96.3% |
| Admin fee / account holder | $12,636 | $9,545+32.4% | $7,478+69.0% | $9,540+32.4% |