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 8-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 | $12,390 | $52,208-76.3% | $86,612-85.7% | $74,419-83.4% |
| Participation rate | 15.3% | 66.3%-51.0pp | 71.7%-56.4pp | 70.7%-55.4pp |
| Annual return | 17.00% | 44.46%-27.5pp | 591.07%-574.1pp | 34.38%-17.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,022-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $202 | $3,383-94.0% | $4,438-95.5% | $4,528-95.5% |
| Admin fee / account holder | $495 | $319+55.4% | $5,614-91.2% | $348+42.4% |