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 7-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 | $3,198 | $70,756-95.5% | $65,493-95.1% | $142,382-97.8% |
| Participation rate | 21.7% | 77.4%-55.6pp | 73.1%-51.4pp | 80.1%-58.4pp |
| Annual return | 26.83% | 1754.89%-1728.1pp | 982.45%-955.6pp | 217.08%-190.2pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $869 | $4,637-81.3% | $3,961-78.1% | $6,507-86.6% |
| Admin fee / account holder | $565 | $6,559-91.4% | $5,028-88.8% | $12,624-95.5% |