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 | $14,131 | $105,998-86.7% | $92,233-84.7% | $147,584-90.4% |
| Participation rate | 38.1% | 80.4%-42.3pp | 76.5%-38.4pp | 82.8%-44.7pp |
| Annual return | 16.01% | 50.05%-34.0pp | 176.28%-160.3pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,151 | $4,333-50.4% | $3,679-41.6% | $4,876-55.9% |
| Participant deferral / active EE | $67 | $4,478-98.5% | $3,897-98.3% | $5,439-98.8% |
| Admin fee / account holder | $2,147 | $6,332-66.1% | $5,194-58.7% | $10,885-80.3% |