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 10-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 | $7,047 | $97,757-92.8% | $83,848-91.6% | $135,375-94.8% |
| Participation rate | 55.0% | 80.0%-25.0pp | 76.1%-21.1pp | 82.6%-27.6pp |
| Annual return | -6.97% | 1287.37%-1294.3pp | 850.88%-857.8pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,066 | $4,222-74.8% | $3,631-70.6% | $4,779-77.7% |
| Participant deferral / active EE | $1,118 | $4,682-76.1% | $4,082-72.6% | $5,609-80.1% |
| Admin fee / account holder | $2,024 | $6,674-69.7% | $5,478-63.1% | $10,827-81.3% |