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.
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 | $18,155 | $79,184-77.1% | $102,438-82.3% | $74,546-75.6% |
| Participation rate | 4.5% | 74.8%-70.2pp | 76.5%-71.9pp | 67.2%-62.7pp |
| Annual return | 13.31% | 54.95%-41.6pp | 29.37%-16.1pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,024-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $193 | $4,414-95.6% | $5,054-96.2% | $4,347-95.6% |
| Admin fee / account holder | $1,066 | $2,001-46.7% | $9,448-88.7% | $1,944-45.1% |