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 3-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 | $500 | $127,065-99.6% | $113,168-99.6% | $142,382-99.6% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 11.46% | 24.03%-12.6pp | 24.27%-12.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,518 | $3,442-55.9% | $2,975-49.0% | $4,299-64.7% |
| Participant deferral / active EE | $1,598 | $5,716-72.1% | $5,107-68.7% | $6,507-75.5% |
| Admin fee / account holder | $7,429 | $15,736-52.8% | $12,068-38.4% | $12,624-41.2% |