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 4-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 | $7,090 | $93,571-92.4% | $135,903-94.8% | $75,163-90.6% |
| Participation rate | 54.8% | 75.2%-20.3pp | 81.9%-27.1pp | 67.2%-12.4pp |
| Annual return | 66.74% | 30.90%+35.8pp | 68.23%-1.5pp | 160.62%-93.9pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,292 | $6,404-1.7% | $7,758-18.9% | $4,125+52.5% |
| Admin fee / account holder | $568 | $6,975-91.9% | $10,762-94.7% | $5,651-89.9% |