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 | $9,018 | $84,233-89.3% | $170,442-94.7% | $70,131-87.1% |
| Participation rate | 34.5% | 70.8%-36.3pp | 83.6%-49.1pp | 69.5%-35.1pp |
| Annual return | 329.35% | 23.06%+306.3pp | 205.93%+123.4pp | 73.14%+256.2pp |
| Employer contribution / active EE | $12 | $3,387-99.6% | $5,433-99.8% | $2,342-99.5% |
| Participant deferral / active EE | $944 | $3,086-69.4% | $4,939-80.9% | $3,332-71.7% |
| Admin fee / account holder | $12,998 | $5,698+128.1% | $13,880-6.4% | $4,645+179.8% |