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 | $1,375 | $104,486-98.7% | $76,817-98.2% | $152,861-99.1% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.1%-22.1pp | 82.4%-32.4pp |
| Annual return | 64.93% | 1013.37%-948.4pp | 1166.11%-1101.2pp | 345.32%-280.4pp |
| Employer contribution / active EE | $534 | $3,116-82.9% | $2,302-76.8% | $4,762-88.8% |
| Participant deferral / active EE | $579 | $4,236-86.3% | $3,336-82.6% | $5,850-90.1% |
| Admin fee / account holder | $399 | $12,275-96.8% | $6,420-93.8% | $11,596-96.6% |