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 10-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 | $6,696 | $77,634-91.4% | $156,549-95.7% | $62,891-89.4% |
| Participation rate | 33.3% | 71.2%-37.9pp | 84.0%-50.7pp | 69.3%-36.0pp |
| Annual return | 36.76% | 50.32%-13.6pp | 32.23%+4.5pp | 20.14%+16.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,044 | $3,045-65.7% | $4,871-78.6% | $3,203-67.4% |
| Admin fee / account holder | $10,430 | $5,561+87.5% | $13,027-19.9% | $4,296+142.8% |