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 8-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 | $2,930 | $102,966-97.2% | $90,281-96.8% | $152,861-98.1% |
| Participation rate | 37.5% | 75.9%-38.4pp | 73.3%-35.8pp | 82.4%-44.9pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $467 | $3,139-85.1% | $2,854-83.6% | $4,762-90.2% |
| Participant deferral / active EE | $742 | $4,281-82.7% | $3,885-80.9% | $5,850-87.3% |
| Admin fee / account holder | $511 | $6,171-91.7% | $5,351-90.4% | $11,596-95.6% |