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 3-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 | $1,082 | $64,480-98.3% | $81,382-98.7% | $80,856-98.7% |
| Participation rate | 3.3% | 63.9%-60.6pp | 69.5%-66.2pp | 67.6%-64.4pp |
| Annual return | 0.00% | 16.34%-16.3pp | 24.73%-24.7pp | 35.59%-35.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $51 | $3,094-98.3% | $3,883-98.7% | $4,296-98.8% |
| Admin fee / account holder | $552 | $5,671-90.3% | $5,768-90.4% | $6,918-92.0% |