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 | $19,787 | $70,475-71.9% | $100,516-80.3% | $79,858-75.2% |
| Participation rate | 54.4% | 73.7%-19.3pp | 79.4%-25.0pp | 69.6%-15.2pp |
| Annual return | 93.77% | 21.90%+71.9pp | 30.89%+62.9pp | 31.71%+62.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,049 | $5,181-41.2% | $6,270-51.4% | $3,740-18.5% |
| Admin fee / account holder | $884 | $4,478-80.3% | $8,081-89.1% | $5,306-83.3% |