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 | $6,053 | $26,114-76.8% | $58,482-89.6% | $74,419-91.9% |
| Participation rate | 13.6% | 32.1%-18.5pp | 50.9%-37.2pp | 70.7%-57.1pp |
| Annual return | 16.92% | 32.51%-15.6pp | 4239.32%-4222.4pp | 34.38%-17.5pp |
| Employer contribution / active EE | $188 | $536-64.9% | $1,053-82.1% | $2,637-92.9% |
| Participant deferral / active EE | $254 | $1,075-76.4% | $1,924-86.8% | $4,528-94.4% |
| Admin fee / account holder | $1,355 | $649+108.7% | $2,516-46.2% | $348+289.4% |