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 | $2,280 | $27,243-91.6% | $52,425-95.7% | $79,634-97.1% |
| Participation rate | 5.9% | 22.4%-16.6pp | 55.6%-49.8pp | 62.5%-56.6pp |
| Annual return | 17.53% | 63.36%-45.8pp | 302.12%-284.6pp | 36.46%-18.9pp |
| Employer contribution / active EE | $66 | $319-79.2% | $914-92.7% | $2,529-97.4% |
| Participant deferral / active EE | $85 | $636-86.6% | $1,790-95.3% | $3,835-97.8% |
| Admin fee / account holder | $652 | $2,105-69.0% | $2,495-73.9% | $1,002-34.9% |