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 7-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 | $2,799 | $27,839-89.9% | $58,482-95.2% | $71,457-96.1% |
| Participation rate | 4.8% | 34.5%-29.8pp | 50.9%-46.1pp | 67.9%-63.1pp |
| Annual return | 17.90% | 26.81%-8.9pp | 4239.32%-4221.4pp | 28.85%-10.9pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $160 | $1,206-86.7% | $1,924-91.7% | $4,289-96.3% |
| Admin fee / account holder | $1,803 | $1,641+9.9% | $2,516-28.4% | $1,587+13.6% |