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 5-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 | $13,979 | $179,726-92.2% | $156,263-91.1% | $142,382-90.2% |
| Participation rate | 54.5% | 82.1%-27.5pp | 78.9%-24.4pp | 80.1%-25.6pp |
| Annual return | 160.65% | 77.86%+82.8pp | 59.47%+101.2pp | 217.08%-56.4pp |
| Employer contribution / active EE | $1,259 | $5,069-75.2% | $4,333-70.9% | $4,299-70.7% |
| Participant deferral / active EE | $1,690 | $6,956-75.7% | $6,158-72.6% | $6,507-74.0% |
| Admin fee / account holder | $406 | $17,272-97.7% | $14,255-97.2% | $12,624-96.8% |