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 | $325 | $70,606-99.5% | $53,898-99.4% | $142,382-99.8% |
| Participation rate | 47.6% | 63.7%-16.1pp | 55.0%-7.3pp | 80.1%-32.5pp |
| Annual return | 11.32% | 619.81%-608.5pp | 528.60%-517.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $72 | $2,364-97.0% | $1,826-96.1% | $6,507-98.9% |
| Admin fee / account holder | $359 | $2,852-87.4% | $2,491-85.6% | $12,624-97.2% |