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 | $4,592 | $189,613-97.6% | $167,512-97.3% | $142,382-96.8% |
| Participation rate | 20.0% | 80.1%-60.1pp | 77.1%-57.1pp | 80.1%-60.1pp |
| Annual return | 11.92% | 2024.68%-2012.8pp | 1615.79%-1603.9pp | 217.08%-205.2pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $240 | $6,981-96.6% | $6,405-96.3% | $6,507-96.3% |
| Admin fee / account holder | $1,285 | $10,528-87.8% | $9,769-86.8% | $12,624-89.8% |