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 9-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 | $2,246 | $102,966-97.8% | $90,281-97.5% | $152,861-98.5% |
| Participation rate | 56.5% | 75.9%-19.3pp | 73.3%-16.7pp | 82.4%-25.9pp |
| Annual return | 22.66% | 95.16%-72.5pp | 78.10%-55.4pp | 345.32%-322.7pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $952 | $4,281-77.8% | $3,885-75.5% | $5,850-83.7% |
| Admin fee / account holder | $594 | $6,171-90.4% | $5,351-88.9% | $11,596-94.9% |