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 | $966 | $70,606-98.6% | $53,898-98.2% | $142,382-99.3% |
| Participation rate | 12.5% | 63.7%-51.2pp | 55.0%-42.5pp | 80.1%-67.6pp |
| Annual return | 24.97% | 619.81%-594.8pp | 528.60%-503.6pp | 217.08%-192.1pp |
| Employer contribution / active EE | $43 | $1,202-96.5% | $932-95.4% | $4,299-99.0% |
| Participant deferral / active EE | $43 | $2,364-98.2% | $1,826-97.7% | $6,507-99.3% |
| Admin fee / account holder | $770 | $2,852-73.0% | $2,491-69.1% | $12,624-93.9% |