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 | $2,502 | $107,015-97.7% | $73,545-96.6% | $147,584-98.3% |
| Participation rate | 29.4% | 66.4%-37.0pp | 54.9%-25.5pp | 82.8%-53.4pp |
| Annual return | 4.64% | 38.25%-33.6pp | -15.16%+19.8pp | 578.55%-573.9pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $218 | $2,462-91.1% | $1,806-87.9% | $5,439-96.0% |
| Admin fee / account holder | $1,560 | $3,055-48.9% | $2,320-32.7% | $10,885-85.7% |