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 5-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 | $22,003 | $84,487-74.0% | $125,339-82.4% | $66,914-67.1% |
| Participation rate | 57.8% | 76.4%-18.6pp | 82.4%-24.6pp | 69.8%-12.0pp |
| Annual return | 11.61% | -8.39%+20.0pp | 572.05%-560.4pp | 1.58%+10.0pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,026 | $6,781-11.1% | $7,446-19.1% | $4,237+42.2% |
| Admin fee / account holder | $454 | $685-33.7% | $10,010-95.5% | $593-23.5% |