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 4-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 | $5,590 | $190,805-97.1% | $159,960-96.5% | $134,475-95.8% |
| Participation rate | 45.5% | 81.9%-36.5pp | 78.0%-32.5pp | 81.2%-35.8pp |
| Annual return | 0.00% | 552.23%-552.2pp | 408.60%-408.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,668 | $6,923-47.0% | $6,182-40.7% | $6,400-42.7% |
| Admin fee / account holder | $2,261 | $10,471-78.4% | $8,698-74.0% | $11,426-80.2% |