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.
Employer 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 | $688 | $67,823-99.0% | $52,425-98.7% | $137,256-99.5% |
| Participation rate | 68.2% | 63.9%+4.3pp | 55.6%+12.6pp | 80.0%-11.8pp |
| Annual return | 31.27% | 219.11%-187.8pp | 302.12%-270.9pp | 220.34%-189.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $737 | $2,288-67.8% | $1,790-58.8% | $6,407-88.5% |
| Admin fee / account holder | $327 | $2,844-88.5% | $2,495-86.9% | $12,270-97.3% |