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 | $13,532 | $98,750-86.3% | $149,696-91.0% | $79,858-83.1% |
| Participation rate | 55.6% | 75.8%-20.2pp | 82.5%-26.9pp | 69.6%-14.1pp |
| Annual return | 203.07% | 27.43%+175.6pp | 276.60%-73.5pp | 31.71%+171.4pp |
| Employer contribution / active EE | $324 | $3,216-89.9% | $4,644-93.0% | $2,471-86.9% |
| Participant deferral / active EE | $3,000 | $5,680-47.2% | $6,842-56.2% | $3,740-19.8% |
| Admin fee / account holder | $20,265 | $6,053+234.8% | $9,309+117.7% | $5,306+281.9% |