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 6-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.
Employer 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 | $5,031 | $92,703-94.6% | $82,719-93.9% | $134,475-96.3% |
| Participation rate | 64.7% | 75.2%-10.5pp | 72.6%-7.8pp | 81.2%-16.5pp |
| Annual return | -16.51% | 944.92%-961.4pp | 701.18%-717.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,070 | $4,802-77.7% | $4,395-75.7% | $6,400-83.3% |
| Admin fee / account holder | $716 | $5,983-88.0% | $5,329-86.6% | $11,426-93.7% |