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 5-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 | $3,609 | $123,909-97.1% | $69,647-94.8% | $145,922-97.5% |
| Participation rate | 42.9% | 69.2%-26.3pp | 66.5%-23.6pp | 80.3%-37.4pp |
| Annual return | 13.68% | 190.55%-176.9pp | 100.48%-86.8pp | 561.29%-547.6pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $836 | $4,236-80.3% | $2,886-71.0% | $6,688-87.5% |
| Admin fee / account holder | $1,705 | $7,863-78.3% | $4,713-63.8% | $13,397-87.3% |