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 | $6,453 | $70,587-90.9% | $124,672-94.8% | $85,850-92.5% |
| Participation rate | 4.5% | 64.4%-59.9pp | 74.6%-70.1pp | 69.3%-64.8pp |
| Annual return | 44.36% | 20688.83%-20644.5pp | 5142.93%-5098.6pp | 318.53%-274.2pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $388 | $2,969-86.9% | $4,614-91.6% | $3,952-90.2% |
| Admin fee / account holder | $947 | $5,282-82.1% | $7,493-87.4% | $6,260-84.9% |