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 | $992 | $96,635-99.0% | $86,612-98.9% | $139,434-99.3% |
| Participation rate | 42.9% | 74.4%-31.5pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 22.67% | 106.41%-83.7pp | 591.07%-568.4pp | 372.94%-350.3pp |
| Employer contribution / active EE | $371 | $3,263-88.6% | $3,022-87.7% | $4,751-92.2% |
| Participant deferral / active EE | $532 | $4,836-89.0% | $4,438-88.0% | $6,710-92.1% |
| Admin fee / account holder | $466 | $6,408-92.7% | $5,614-91.7% | $11,403-95.9% |