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 | $2,230 | $101,283-97.8% | $75,826-97.1% | $135,375-98.4% |
| Participation rate | 12.5% | 72.7%-60.2pp | 68.2%-55.7pp | 82.6%-70.1pp |
| Annual return | -4.18% | 3384.62%-3388.8pp | 1914.15%-1918.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $37 | $3,469-98.9% | $2,862-98.7% | $5,609-99.3% |
| Admin fee / account holder | $11,755 | $6,539+79.8% | $4,726+148.7% | $10,827+8.6% |