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.
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 | $27,436 | $101,317-72.9% | $146,958-81.3% | $74,495-63.2% |
| Participation rate | 28.5% | 75.5%-47.1pp | 82.2%-53.7pp | 67.2%-38.7pp |
| Annual return | 0.00% | 8730.91%-8730.9pp | 418.34%-418.3pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $418 | $7,303-94.3% | $8,070-94.8% | $4,346-90.4% |
| Admin fee / account holder | $1,041 | $1,739-40.2% | $12,998-92.0% | $1,942-46.4% |