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 6-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 | $4,805 | $65,409-92.7% | $98,442-95.1% | $85,850-94.4% |
| Participation rate | 28.9% | 65.0%-36.0pp | 73.3%-44.4pp | 69.3%-40.4pp |
| Annual return | 13.17% | 21.76%-8.6pp | 1492.73%-1479.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $104 | $2,168-95.2% | $2,960-96.5% | $2,565-96.0% |
| Participant deferral / active EE | $1,020 | $3,166-67.8% | $4,276-76.1% | $3,952-74.2% |
| Admin fee / account holder | $376 | $4,593-91.8% | $5,949-93.7% | $6,260-94.0% |