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 | $1,541 | $25,014-93.8% | $69,647-97.8% | $80,856-98.1% |
| Participation rate | 12.0% | 64.2%-52.2pp | 66.5%-54.5pp | 67.6%-55.6pp |
| Annual return | 30.14% | 19.07%+11.1pp | 100.48%-70.3pp | 35.59%-5.5pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,712-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,466 | $1,839-20.3% | $2,886-49.2% | $4,296-65.9% |
| Admin fee / account holder | $6,183 | $2,488+148.5% | $4,713+31.2% | $6,918-10.6% |