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 | $3,794 | $64,324-94.1% | $118,925-96.8% | $79,858-95.2% |
| Participation rate | 64.9% | 64.9%0pp | 75.4%-10.5pp | 69.6%-4.8pp |
| Annual return | 13.92% | 86.45%-72.5pp | 35.88%-22.0pp | 31.71%-17.8pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,193 | $2,824-57.8% | $4,265-72.0% | $3,740-68.1% |
| Admin fee / account holder | $1,043 | $4,040-74.2% | $6,581-84.2% | $5,306-80.3% |