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 | $4,903 | $26,114-81.2% | $58,482-91.6% | $74,419-93.4% |
| Participation rate | 0.0% | 32.1%-32.1pp | 50.9%-50.9pp | 70.7%-70.7pp |
| Annual return | 15.88% | 32.51%-16.6pp | 4239.32%-4223.4pp | 34.38%-18.5pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,053-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $124 | $1,075-88.5% | $1,924-93.6% | $4,528-97.3% |
| Admin fee / account holder | $2,420 | $649+272.8% | $2,516-3.8% | $348+595.8% |