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 | $4,102 | $39,019-89.5% | $80,716-94.9% | $85,850-95.2% |
| Participation rate | 25.5% | 41.5%-16.1pp | 54.2%-28.7pp | 69.3%-43.9pp |
| Annual return | 20.91% | 26.27%-5.4pp | 87.28%-66.4pp | 318.53%-297.6pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,417 | $1,326+6.9% | $2,146-34.0% | $3,952-64.1% |
| Admin fee / account holder | $1,117 | $2,431-54.0% | $3,380-66.9% | $6,260-82.1% |