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 6-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 | $15,094 | $59,417-74.6% | $93,606-83.9% | $74,495-79.7% |
| Participation rate | 39.4% | 59.7%-20.2pp | 68.7%-29.3pp | 67.2%-27.8pp |
| Annual return | 35.00% | 81.83%-46.8pp | 133.20%-98.2pp | 1364.94%-1329.9pp |
| Employer contribution / active EE | $523 | $1,264-58.6% | $2,420-78.4% | $2,623-80.1% |
| Participant deferral / active EE | $993 | $3,050-67.4% | $4,411-77.5% | $4,346-77.1% |
| Admin fee / account holder | $357 | $3,021-88.2% | $8,285-95.7% | $1,942-81.6% |