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 6-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 | $12,665 | $65,561-80.7% | $86,188-85.3% | $75,163-83.1% |
| Participation rate | 7.7% | 60.5%-52.8pp | 69.0%-61.3pp | 67.2%-59.5pp |
| Annual return | 18.12% | 46.05%-27.9pp | 1168.45%-1150.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $152 | $3,024-95.0% | $3,985-96.2% | $4,125-96.3% |
| Admin fee / account holder | $669 | $5,474-87.8% | $6,852-90.2% | $5,651-88.2% |