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 | $21,839 | $91,538-76.1% | $129,995-83.2% | $75,163-70.9% |
| Participation rate | 33.3% | 71.4%-38.1pp | 78.5%-45.2pp | 67.2%-33.9pp |
| Annual return | 45.10% | -631.11%+676.2pp | -137.18%+182.3pp | 160.62%-115.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,229 | $4,341-25.6% | $5,820-44.5% | $4,125-21.7% |
| Admin fee / account holder | $1,561 | $6,790-77.0% | $10,614-85.3% | $5,651-72.4% |