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 | $13,013 | $69,763-81.3% | $67,502-80.7% | $74,495-82.5% |
| Participation rate | 27.6% | 71.4%-43.7pp | 72.9%-45.2pp | 67.2%-39.6pp |
| Annual return | 24.88% | -40.34%+65.2pp | 3512.12%-3487.2pp | 1364.94%-1340.1pp |
| Employer contribution / active EE | $496 | $2,704-81.7% | $2,731-81.9% | $2,623-81.1% |
| Participant deferral / active EE | $1,792 | $3,636-50.7% | $4,000-55.2% | $4,346-58.8% |
| Admin fee / account holder | $915 | $896+2.2% | $3,998-77.1% | $1,942-52.9% |