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 8-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 | $8,481 | $198,466-95.7% | $170,442-95.0% | $147,584-94.3% |
| Participation rate | 30.0% | 88.0%-58.0pp | 83.6%-53.6pp | 82.8%-52.8pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $484 | $6,184-92.2% | $5,433-91.1% | $4,876-90.1% |
| Participant deferral / active EE | $2,587 | $5,629-54.0% | $4,939-47.6% | $5,439-52.4% |
| Admin fee / account holder | $871 | $16,852-94.8% | $13,880-93.7% | $10,885-92.0% |