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 | $5,415 | $59,417-90.9% | $93,606-94.2% | $74,495-92.7% |
| Participation rate | 31.5% | 59.7%-28.1pp | 68.7%-37.2pp | 67.2%-35.7pp |
| Annual return | 14.66% | 81.83%-67.2pp | 133.20%-118.5pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $450 | $1,264-64.4% | $2,420-81.4% | $2,623-82.8% |
| Participant deferral / active EE | $451 | $3,050-85.2% | $4,411-89.8% | $4,346-89.6% |
| Admin fee / account holder | $344 | $3,021-88.6% | $8,285-95.8% | $1,942-82.3% |