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 10-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 | $11,339 | $75,828-85.0% | $147,614-92.3% | $59,632-81.0% |
| Participation rate | 44.7% | 71.6%-26.8pp | 84.6%-39.9pp | 68.7%-23.9pp |
| Annual return | -0.12% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $499 | $3,485-85.7% | $5,564-91.0% | $2,203-77.4% |
| Participant deferral / active EE | $482 | $3,130-84.6% | $4,895-90.1% | $3,192-84.9% |
| Admin fee / account holder | $708 | $5,985-88.2% | $11,611-93.9% | $4,297-83.5% |