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 3-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 | $11,870 | $45,031-73.6% | $84,966-86.0% | $77,643-84.7% |
| Participation rate | 7.5% | 48.7%-41.2pp | 67.5%-60.0pp | 70.6%-63.1pp |
| Annual return | 12.29% | 79.22%-66.9pp | 66.38%-54.1pp | 31.24%-18.9pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $600 | $2,807-78.6% | $4,519-86.7% | $4,647-87.1% |
| Admin fee / account holder | $625 | $912-31.4% | $6,149-89.8% | $430+45.3% |