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 10-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 | $1,253 | $99,020-98.7% | $86,590-98.6% | $147,584-99.2% |
| Participation rate | 29.4% | 76.3%-46.9pp | 73.5%-44.1pp | 82.8%-53.4pp |
| Annual return | 782.00% | 1312.34%-530.3pp | 964.84%-182.8pp | 578.55%+203.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $670 | $3,972-83.1% | $3,609-81.4% | $5,439-87.7% |
| Admin fee / account holder | $460 | $5,710-91.9% | $4,906-90.6% | $10,885-95.8% |