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.
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 | $738 | $31,310-97.6% | $53,898-98.6% | $74,304-99.0% |
| Participation rate | 36.0% | 30.7%+5.3pp | 55.0%-19.0pp | 60.3%-24.3pp |
| Annual return | 19.17% | 23.16%-4.0pp | 528.60%-509.4pp | 29.43%-10.3pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $164 | $934-82.5% | $1,826-91.0% | $3,767-95.7% |
| Admin fee / account holder | $474 | $2,175-78.2% | $2,491-81.0% | $2,969-84.0% |