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 | $5,943 | $180,449-96.7% | $154,107-96.1% | $135,375-95.6% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -3.28% | 888.09%-891.4pp | 735.12%-738.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $1,288 | $6,035-78.7% | $5,298-75.7% | $4,779-73.1% |
| Participant deferral / active EE | $917 | $5,806-84.2% | $5,081-82.0% | $5,609-83.7% |
| Admin fee / account holder | $7,729 | $16,143-52.1% | $13,411-42.4% | $10,827-28.6% |