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 9-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 | $1,853 | $85,766-97.8% | $136,294-98.6% | $70,131-97.4% |
| Participation rate | 4.1% | 74.2%-70.1pp | 81.9%-77.8pp | 69.5%-65.5pp |
| Annual return | 16.06% | 31.45%-15.4pp | 5155.94%-5139.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $115 | $5,051-97.7% | $6,247-98.2% | $3,332-96.5% |
| Admin fee / account holder | $620 | $5,420-88.6% | $9,243-93.3% | $4,645-86.6% |