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 6-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 | $1,659 | $228,332-99.3% | $185,823-99.1% | $158,922-99.0% |
| Participation rate | 11.1% | 82.3%-71.2pp | 78.0%-66.9pp | 82.0%-70.8pp |
| Annual return | 27.35% | 40.80%-13.4pp | 35.95%-8.6pp | 302.83%-275.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $195 | $6,415-97.0% | $5,632-96.5% | $5,982-96.7% |
| Admin fee / account holder | $1,720 | $11,864-85.5% | $9,500-81.9% | $11,246-84.7% |