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 3-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 | $7,056 | $101,317-93.0% | $146,958-95.2% | $74,495-90.5% |
| Participation rate | 14.0% | 75.5%-61.5pp | 82.2%-68.2pp | 67.2%-53.2pp |
| Annual return | 58.96% | 8730.91%-8672.0pp | 418.34%-359.4pp | 1364.94%-1306.0pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $619 | $7,303-91.5% | $8,070-92.3% | $4,346-85.8% |
| Admin fee / account holder | $690 | $1,739-60.3% | $12,998-94.7% | $1,942-64.5% |