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 | $14,352 | $157,256-90.9% | $141,162-89.8% | $152,861-90.6% |
| Participation rate | 43.5% | 84.8%-41.3pp | 82.5%-39.0pp | 82.4%-39.0pp |
| Annual return | 42.25% | 64.32%-22.1pp | 71.39%-29.1pp | 345.32%-303.1pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,363 | $7,109-66.8% | $6,709-64.8% | $5,850-59.6% |
| Admin fee / account holder | $795 | $12,120-93.4% | $10,261-92.2% | $11,596-93.1% |