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 | $8,612 | $105,181-91.8% | $159,436-94.6% | $85,850-90.0% |
| Participation rate | 58.1% | 75.8%-17.6pp | 82.8%-24.7pp | 69.3%-11.2pp |
| Annual return | 14.67% | 45.07%-30.4pp | 263.57%-248.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,546 | $5,945-57.2% | $7,352-65.4% | $3,952-35.6% |
| Admin fee / account holder | $861 | $6,933-87.6% | $10,799-92.0% | $6,260-86.2% |