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 7-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 | $4,176 | $109,327-96.2% | $89,391-95.3% | $158,922-97.4% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.0%-68.0pp | 82.0%-82.0pp |
| Annual return | 66.49% | 345.68%-279.2pp | 245.62%-179.1pp | 302.83%-236.3pp |
| Employer contribution / active EE | $601 | $3,170-81.0% | $2,586-76.8% | $4,761-87.4% |
| Participant deferral / active EE | $755 | $4,598-83.6% | $3,890-80.6% | $5,982-87.4% |
| Admin fee / account holder | $8,070 | $6,153+31.2% | $4,881+65.3% | $11,246-28.2% |