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 | $1,978 | $90,348-97.8% | $75,972-97.4% | $145,922-98.6% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 74.30% | 620.88%-546.6pp | 359.55%-285.2pp | 561.29%-487.0pp |
| Employer contribution / active EE | $1,050 | $3,311-68.3% | $2,685-60.9% | $4,660-77.5% |
| Participant deferral / active EE | $1,050 | $5,162-79.7% | $4,255-75.3% | $6,688-84.3% |
| Admin fee / account holder | $387 | $8,467-95.4% | $6,467-94.0% | $13,397-97.1% |