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 5-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 | $16,728 | $71,050-76.5% | $93,606-82.1% | $80,856-79.3% |
| Participation rate | 14.8% | 60.4%-45.6pp | 68.7%-53.9pp | 67.6%-52.9pp |
| Annual return | 620.91% | 11.26%+609.7pp | 133.20%+487.7pp | 35.59%+585.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,223 | $4,034-69.7% | $4,411-72.3% | $4,296-71.5% |
| Admin fee / account holder | $1,315 | $6,945-81.1% | $8,285-84.1% | $6,918-81.0% |