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 | $30,110 | $183,963-83.6% | $162,163-81.4% | $152,861-80.3% |
| Participation rate | 38.9% | 88.5%-49.6pp | 87.6%-48.7pp | 82.4%-43.6pp |
| Annual return | 27.37% | 150.76%-123.4pp | 115.59%-88.2pp | 345.32%-317.9pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $725 | $8,034-91.0% | $7,298-90.1% | $5,850-87.6% |
| Admin fee / account holder | $6,866 | $13,121-47.7% | $10,843-36.7% | $11,596-40.8% |