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 8-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 | $8,983 | $209,411-95.7% | $178,490-95.0% | $158,922-94.3% |
| Participation rate | 12.5% | 86.3%-73.8pp | 81.9%-69.4pp | 82.0%-69.5pp |
| Annual return | 40.48% | 188.75%-148.3pp | 151.07%-110.6pp | 302.83%-262.3pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,908 | $5,954-68.0% | $5,202-63.3% | $5,982-68.1% |
| Admin fee / account holder | $816 | $17,074-95.2% | $13,984-94.2% | $11,246-92.7% |