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 4-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 | $14,300 | $73,933-80.7% | $96,683-85.2% | $75,163-81.0% |
| Participation rate | 9.4% | 66.4%-57.0pp | 74.3%-65.0pp | 67.2%-57.8pp |
| Annual return | 81.08% | 26.70%+54.4pp | 35.69%+45.4pp | 160.62%-79.5pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,921 | $3,659-47.5% | $4,878-60.6% | $4,125-53.4% |
| Admin fee / account holder | $919 | $5,216-82.4% | $6,730-86.3% | $5,651-83.7% |