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 | $4,461 | $78,705-94.3% | $117,854-96.2% | $70,131-93.6% |
| Participation rate | 51.1% | 73.2%-22.1pp | 79.7%-28.6pp | 69.5%-18.5pp |
| Annual return | 76.70% | 23.30%+53.4pp | 335.08%-258.4pp | 73.14%+3.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,799 | $3,297-45.4% | $4,482-59.9% | $3,332-46.0% |
| Admin fee / account holder | $571 | $5,065-88.7% | $8,020-92.9% | $4,645-87.7% |