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.
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 | $239 | $108,172-99.8% | $77,482-99.7% | $158,922-99.8% |
| Participation rate | 12.5% | 64.4%-51.9pp | 54.2%-41.7pp | 82.0%-69.5pp |
| Annual return | 39.47% | 31.67%+7.8pp | 54.79%-15.3pp | 302.83%-263.4pp |
| Employer contribution / active EE | $6 | $1,325-99.5% | $986-99.4% | $4,761-99.9% |
| Participant deferral / active EE | $21 | $2,456-99.1% | $1,861-98.9% | $5,982-99.6% |
| Admin fee / account holder | $15,943 | $3,708+330.0% | $2,858+457.9% | $11,246+41.8% |