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 4-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 | $7,061 | $77,899-90.9% | $149,673-95.3% | $75,163-90.6% |
| Participation rate | 23.7% | 65.6%-41.9pp | 78.8%-55.1pp | 67.2%-43.5pp |
| Annual return | 53.06% | 31.72%+21.3pp | 134.42%-81.4pp | 160.62%-107.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,474 | $3,411-56.8% | $5,680-74.0% | $4,125-64.3% |
| Admin fee / account holder | $810 | $5,956-86.4% | $13,210-93.9% | $5,651-85.7% |