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 | $2,674 | $90,600-97.0% | $79,464-96.6% | $135,375-98.0% |
| Participation rate | 14.3% | 76.0%-61.8pp | 73.3%-59.1pp | 82.6%-68.4pp |
| Annual return | -6.29% | 977.43%-983.7pp | 718.14%-724.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $204 | $4,050-95.0% | $3,704-94.5% | $5,609-96.4% |
| Admin fee / account holder | $754 | $5,907-87.2% | $5,113-85.3% | $10,827-93.0% |