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 | $7,796 | $57,281-86.4% | $86,612-91.0% | $75,163-89.6% |
| Participation rate | 31.3% | 63.2%-31.9pp | 71.7%-40.4pp | 67.2%-35.9pp |
| Annual return | 92.80% | 2670.75%-2577.9pp | 591.07%-498.3pp | 160.62%-67.8pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $943 | $3,318-71.6% | $4,438-78.7% | $4,125-77.1% |
| Admin fee / account holder | $462 | $4,112-88.8% | $5,614-91.8% | $5,651-91.8% |