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 5-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 | $17,862 | $81,460-78.1% | $103,333-82.7% | $80,856-77.9% |
| Participation rate | 0.0% | 66.8%-66.8pp | 74.5%-74.5pp | 67.6%-67.6pp |
| Annual return | 50.36% | 25.55%+24.8pp | 24.88%+25.5pp | 35.59%+14.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,383 | $3,869+13.3% | $5,057-13.3% | $4,296+2.0% |
| Admin fee / account holder | $2,904 | $6,566-55.8% | $8,355-65.2% | $6,918-58.0% |