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 | $646 | $149,040-99.6% | $120,225-99.5% | $137,256-99.5% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 4959.68% | 605.68%+4354.0pp | 439.23%+4520.4pp | 220.34%+4739.3pp |
| Employer contribution / active EE | $172 | $4,350-96.1% | $3,475-95.1% | $4,156-95.9% |
| Participant deferral / active EE | $172 | $4,655-96.3% | $3,999-95.7% | $6,407-97.3% |
| Admin fee / account holder | $15,616 | $6,348+146.0% | $5,696+174.2% | $12,270+27.3% |