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 | $17,708 | $64,348-72.5% | $90,160-80.4% | $70,131-74.7% |
| Participation rate | 39.3% | 70.4%-31.2pp | 76.9%-37.6pp | 69.5%-30.3pp |
| Annual return | 110.70% | 28.13%+82.6pp | 34.88%+75.8pp | 73.14%+37.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,736 | $4,389+7.9% | $5,288-10.4% | $3,332+42.1% |
| Admin fee / account holder | $909 | $3,944-76.9% | $5,943-84.7% | $4,645-80.4% |