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 | $12,927 | $62,544-79.3% | $129,207-90.0% | $199,593-93.5% |
| Participation rate | 4.7% | 56.8%-52.1pp | 69.6%-64.9pp | 72.0%-67.2pp |
| Annual return | 25.57% | 16.95%+8.6pp | 9417.33%-9391.8pp | 34.25%-8.7pp |
| Employer contribution / active EE | $0 | $2,394-100.0% | $4,153-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $339 | $3,123-89.1% | $4,168-91.9% | $5,087-93.3% |
| Admin fee / account holder | $633 | $167+279.3% | $7,715-91.8% | $269+135.5% |