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 | $5,070 | $58,927-91.4% | $76,817-93.4% | $72,985-93.1% |
| Participation rate | 40.0% | 67.3%-27.3pp | 72.1%-32.1pp | 69.5%-29.5pp |
| Annual return | 76.92% | 2305.64%-2228.7pp | 1166.11%-1089.2pp | 81.00%-4.1pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,130 | $2,690-58.0% | $3,336-66.1% | $3,607-68.7% |
| Admin fee / account holder | $344 | $4,013-91.4% | $6,420-94.6% | $5,124-93.3% |