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 6-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 | $15,694 | $87,013-82.0% | $106,213-85.2% | $80,856-80.6% |
| Participation rate | 0.0% | 70.4%-70.4pp | 75.3%-75.3pp | 67.6%-67.6pp |
| Annual return | 80.39% | 17.05%+63.3pp | 116.14%-35.8pp | 35.59%+44.8pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $901 | $3,986-77.4% | $5,016-82.0% | $4,296-79.0% |
| Admin fee / account holder | $19,507 | $8,431+131.4% | $11,033+76.8% | $6,918+182.0% |