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 5-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 | $1,085 | $45,343-97.6% | $150,298-99.3% | $67,986-98.4% |
| Participation rate | 6.6% | 51.9%-45.3pp | 77.8%-71.2pp | 57.2%-50.6pp |
| Annual return | 20.14% | 33.28%-13.1pp | 62.79%-42.6pp | 31.67%-11.5pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $99 | $2,055-95.2% | $5,453-98.2% | $3,358-97.1% |
| Admin fee / account holder | $971 | $2,250-56.8% | $14,116-93.1% | $3,203-69.7% |