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 | $3,656 | $30,588-88.0% | $53,898-93.2% | $85,563-95.7% |
| Participation rate | 4.6% | 26.3%-21.7pp | 55.0%-50.3pp | 66.0%-61.3pp |
| Annual return | 16.46% | 50.42%-34.0pp | 528.60%-512.1pp | 31.51%-15.1pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $57 | $848-93.3% | $1,826-96.9% | $4,375-98.7% |
| Admin fee / account holder | $1,033 | $1,879-45.0% | $2,491-58.5% | $834+23.8% |