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.
Employer 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 | $6,206 | $57,281-89.2% | $86,612-92.8% | $75,163-91.7% |
| Participation rate | 20.8% | 63.2%-42.4pp | 71.7%-50.9pp | 67.2%-46.4pp |
| Annual return | 0.00% | 2670.75%-2670.7pp | 591.07%-591.1pp | 160.62%-160.6pp |
| Employer contribution / active EE | $286 | $2,314-87.7% | $3,022-90.6% | $2,670-89.3% |
| Participant deferral / active EE | $1,002 | $3,318-69.8% | $4,438-77.4% | $4,125-75.7% |
| Admin fee / account holder | $495 | $4,112-88.0% | $5,614-91.2% | $5,651-91.2% |