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 | $6,912 | $144,119-95.2% | $117,854-94.1% | $147,584-95.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 39.63% | 531.15%-491.5pp | 335.08%-295.4pp | 578.55%-538.9pp |
| Employer contribution / active EE | $1,406 | $4,896-71.3% | $3,786-62.9% | $4,876-71.2% |
| Participant deferral / active EE | $1,406 | $5,316-73.6% | $4,482-68.6% | $5,439-74.1% |
| Admin fee / account holder | $755 | $10,886-93.1% | $8,020-90.6% | $10,885-93.1% |