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 | $595 | $45,343-98.7% | $150,298-99.6% | $67,986-99.1% |
| Participation rate | 2.8% | 51.9%-49.1pp | 77.8%-75.0pp | 57.2%-54.4pp |
| Annual return | 12.85% | 33.28%-20.4pp | 62.79%-49.9pp | 31.67%-18.8pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $14 | $2,055-99.3% | $5,453-99.7% | $3,358-99.6% |
| Admin fee / account holder | $305 | $2,250-86.4% | $14,116-97.8% | $3,203-90.5% |