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 10-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 | $10,886 | $83,902-87.0% | $167,512-93.5% | $84,808-87.2% |
| Participation rate | 39.4% | 66.5%-27.1pp | 77.1%-37.7pp | 68.3%-28.9pp |
| Annual return | 18.34% | 91.55%-73.2pp | 1615.79%-1597.5pp | 40.90%-22.6pp |
| Employer contribution / active EE | $63 | $2,264-97.2% | $3,882-98.4% | $2,631-97.6% |
| Participant deferral / active EE | $1,607 | $4,442-63.8% | $6,405-74.9% | $4,212-61.8% |
| Admin fee / account holder | $1,925 | $7,915-75.7% | $9,769-80.3% | $7,344-73.8% |