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 | $6,561 | $83,902-92.2% | $167,512-96.1% | $84,808-92.3% |
| Participation rate | 34.6% | 66.5%-31.8pp | 77.1%-42.4pp | 68.3%-33.7pp |
| Annual return | 16.89% | 91.55%-74.7pp | 1615.79%-1598.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $593 | $4,442-86.7% | $6,405-90.7% | $4,212-85.9% |
| Admin fee / account holder | $783 | $7,915-90.1% | $9,769-92.0% | $7,344-89.3% |