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 | $15,605 | $64,324-75.7% | $118,925-86.9% | $79,858-80.5% |
| Participation rate | 42.1% | 64.9%-22.8pp | 75.4%-33.3pp | 69.6%-27.5pp |
| Annual return | 52.69% | 86.45%-33.8pp | 35.88%+16.8pp | 31.71%+21.0pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,749 | $2,824+103.6% | $4,265+34.8% | $3,740+53.7% |
| Admin fee / account holder | $548 | $4,040-86.4% | $6,581-91.7% | $5,306-89.7% |