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 8-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 | $330 | $96,484-99.7% | $75,886-99.6% | $152,861-99.8% |
| Participation rate | 57.1% | 76.2%-19.0pp | 69.3%-12.1pp | 82.4%-25.3pp |
| Annual return | 34.20% | 33.98%+0.2pp | 30.76%+3.4pp | 345.32%-311.1pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,062 | $4,553-54.7% | $3,603-42.8% | $5,850-64.8% |
| Admin fee / account holder | $1,294 | $8,078-84.0% | $5,418-76.1% | $11,596-88.8% |