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.
Employer 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 | $6,064 | $65,557-90.8% | $64,056-90.5% | $71,457-91.5% |
| Participation rate | 35.8% | 73.2%-37.4pp | 72.3%-36.5pp | 67.9%-32.1pp |
| Annual return | 114.86% | 18.94%+95.9pp | 33.69%+81.2pp | 28.85%+86.0pp |
| Employer contribution / active EE | $356 | $2,669-86.7% | $2,747-87.0% | $2,588-86.2% |
| Participant deferral / active EE | $1,571 | $3,626-56.7% | $3,880-59.5% | $4,289-63.4% |
| Admin fee / account holder | $348 | $616-43.5% | $3,068-88.7% | $1,587-78.1% |