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 9-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 | $5,869 | $53,822-89.1% | $75,696-92.2% | $85,850-93.2% |
| Participation rate | 38.0% | 69.1%-31.0pp | 74.8%-36.8pp | 69.3%-31.3pp |
| Annual return | 14.93% | 24.54%-9.6pp | 104.53%-89.6pp | 318.53%-303.6pp |
| Employer contribution / active EE | $10 | $2,017-99.5% | $2,743-99.6% | $2,565-99.6% |
| Participant deferral / active EE | $1,031 | $2,895-64.4% | $3,821-73.0% | $3,952-73.9% |
| Admin fee / account holder | $381 | $3,343-88.6% | $3,619-89.5% | $6,260-93.9% |