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 | $16,630 | $89,355-81.4% | $141,162-88.2% | $72,985-77.2% |
| Participation rate | 38.5% | 75.1%-36.7pp | 82.5%-44.0pp | 69.5%-31.0pp |
| Annual return | 71.15% | 111.85%-40.7pp | 71.39%-0.2pp | 81.00%-9.9pp |
| Employer contribution / active EE | $1 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,557 | $5,418-34.3% | $6,709-47.0% | $3,607-1.4% |
| Admin fee / account holder | $699 | $5,958-88.3% | $10,261-93.2% | $5,124-86.4% |