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 7-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 | $12,003 | $63,346-81.1% | $92,233-87.0% | $70,131-82.9% |
| Participation rate | 59.7% | 68.7%-9.0pp | 76.5%-16.8pp | 69.5%-9.8pp |
| Annual return | 13.34% | 530.12%-516.8pp | 176.28%-162.9pp | 73.14%-59.8pp |
| Employer contribution / active EE | $6 | $2,471-99.7% | $3,679-99.8% | $2,342-99.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,356 | $3,840-64.7% | $5,194-73.9% | $4,645-70.8% |