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 | $1,930 | $92,703-97.9% | $82,719-97.7% | $134,475-98.6% |
| Participation rate | 41.7% | 75.2%-33.5pp | 72.6%-30.9pp | 81.2%-39.6pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $478 | $3,274-85.4% | $3,009-84.1% | $4,740-89.9% |
| Participant deferral / active EE | $644 | $4,802-86.6% | $4,395-85.4% | $6,400-89.9% |
| Admin fee / account holder | $304 | $5,983-94.9% | $5,329-94.3% | $11,426-97.3% |