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 | $12 | $99,921-100.0% | $85,009-100.0% | $145,959-100.0% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 11800.00% | 83.89%+11716.1pp | 66.47%+11733.5pp | 561.95%+11238.1pp |
| Employer contribution / active EE | $1,033 | $3,233-68.0% | $2,728-62.1% | $4,661-77.8% |
| Participant deferral / active EE | $779 | $5,293-85.3% | $4,522-82.8% | $6,689-88.4% |
| Admin fee / account holder | $3,854 | $7,252-46.9% | $6,153-37.4% | $13,398-71.2% |