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 8-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 | $7,353 | $49,173-85.0% | $121,098-93.9% | $75,163-90.2% |
| Participation rate | 50.0% | 55.4%-5.4pp | 69.5%-19.5pp | 67.2%-17.2pp |
| Annual return | 17.98% | 55.99%-38.0pp | 985.75%-967.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $271 | $1,546-82.5% | $4,164-93.5% | $2,670-89.9% |
| Participant deferral / active EE | $1,617 | $2,628-38.5% | $4,080-60.4% | $4,125-60.8% |
| Admin fee / account holder | $1,329 | $3,942-66.3% | $5,644-76.4% | $5,651-76.5% |