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 6-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 | $18,289 | $176,377-89.6% | $134,143-86.4% | $158,922-88.5% |
| Participation rate | 60.0% | 78.7%-18.7pp | 72.2%-12.2pp | 82.0%-22.0pp |
| Annual return | 38.46% | 63.63%-25.2pp | 36.33%+2.1pp | 302.83%-264.4pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,444 | $4,091+33.1% | $3,499+55.6% | $5,982-9.0% |
| Admin fee / account holder | $842 | $8,718-90.3% | $6,684-87.4% | $11,246-92.5% |