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 | $6,365 | $112,096-94.3% | $95,952-93.4% | $158,922-96.0% |
| Participation rate | 61.5% | 79.0%-17.4pp | 77.1%-15.5pp | 82.0%-20.4pp |
| Annual return | 15.29% | 171.09%-155.8pp | 91.61%-76.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $489 | $3,198-84.7% | $2,541-80.8% | $4,761-89.7% |
| Participant deferral / active EE | $2,113 | $4,784-55.8% | $4,167-49.3% | $5,982-64.7% |
| Admin fee / account holder | $4,375 | $10,130-56.8% | $6,795-35.6% | $11,246-61.1% |