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 8-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 | $10,433 | $116,175-91.0% | $93,606-88.9% | $152,861-93.2% |
| Participation rate | 66.7% | 78.0%-11.4pp | 75.8%-9.2pp | 82.4%-15.8pp |
| Annual return | 634.01% | 35.96%+598.0pp | 32.76%+601.3pp | 345.32%+288.7pp |
| Employer contribution / active EE | $1,703 | $3,218-47.1% | $2,718-37.4% | $4,762-64.2% |
| Participant deferral / active EE | $779 | $4,603-83.1% | $4,069-80.9% | $5,850-86.7% |
| Admin fee / account holder | $1,320 | $10,748-87.7% | $7,888-83.3% | $11,596-88.6% |