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 | $14,493 | $137,414-89.5% | $189,513-92.4% | $85,850-83.1% |
| Participation rate | 41.5% | 84.6%-43.1pp | 87.8%-46.3pp | 69.3%-27.9pp |
| Annual return | 12.32% | 38.14%-25.8pp | 555.15%-542.8pp | 318.53%-306.2pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,620 | $6,260-74.1% | $8,221-80.3% | $3,952-59.0% |
| Admin fee / account holder | $8,378 | $8,630-2.9% | $12,045-30.4% | $6,260+33.8% |