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 4-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 | $14,196 | $101,317-86.0% | $146,958-90.3% | $74,495-80.9% |
| Participation rate | 8.4% | 75.5%-67.1pp | 82.2%-73.8pp | 67.2%-58.8pp |
| Annual return | 15.69% | 8730.91%-8715.2pp | 418.34%-402.6pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $788 | $7,303-89.2% | $8,070-90.2% | $4,346-81.9% |
| Admin fee / account holder | $9,223 | $1,739+430.4% | $12,998-29.0% | $1,942+375.0% |