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 | $713 | $30,400-97.7% | $53,898-98.7% | $84,808-99.2% |
| Participation rate | 29.6% | 46.4%-16.8pp | 55.0%-25.3pp | 68.3%-38.7pp |
| Annual return | 17.27% | 500.19%-482.9pp | 528.60%-511.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $102 | $603-83.1% | $932-89.1% | $2,631-96.1% |
| Participant deferral / active EE | $151 | $1,199-87.4% | $1,826-91.7% | $4,212-96.4% |
| Admin fee / account holder | $652 | $1,993-67.3% | $2,491-73.8% | $7,344-91.1% |