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 | $6,266 | $45,073-86.1% | $69,455-91.0% | $72,985-91.4% |
| Participation rate | 51.2% | 68.5%-17.3pp | 74.6%-23.4pp | 69.5%-18.3pp |
| Annual return | 62.96% | 22.65%+40.3pp | 28.97%+34.0pp | 81.00%-18.0pp |
| Employer contribution / active EE | $3 | $2,054-99.8% | $2,779-99.9% | $2,440-99.9% |
| Participant deferral / active EE | $1,262 | $2,602-51.5% | $3,535-64.3% | $3,607-65.0% |
| Admin fee / account holder | $1,630 | $3,056-46.7% | $3,839-57.6% | $5,124-68.2% |