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 | $13,373 | $209,411-93.6% | $178,490-92.5% | $158,922-91.6% |
| Participation rate | 23.5% | 86.3%-62.8pp | 81.9%-58.4pp | 82.0%-58.4pp |
| Annual return | 85.17% | 188.75%-103.6pp | 151.07%-65.9pp | 302.83%-217.7pp |
| Employer contribution / active EE | $1,170 | $5,706-79.5% | $5,011-76.7% | $4,761-75.4% |
| Participant deferral / active EE | $1,304 | $5,954-78.1% | $5,202-74.9% | $5,982-78.2% |
| Admin fee / account holder | $908 | $17,074-94.7% | $13,984-93.5% | $11,246-91.9% |