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 8-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 | $6,270 | $152,509-95.9% | $117,472-94.7% | $134,475-95.3% |
| Participation rate | 52.9% | 77.1%-24.1pp | 70.6%-17.6pp | 81.2%-28.3pp |
| Annual return | -20.21% | 52.99%-73.2pp | 29.74%-50.0pp | 417.96%-438.2pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,069 | $4,818-77.8% | $4,070-73.7% | $6,400-83.3% |
| Admin fee / account holder | $465 | $7,004-93.4% | $5,645-91.8% | $11,426-95.9% |