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 3-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 | $1,689 | $31,310-94.6% | $53,898-96.9% | $74,304-97.7% |
| Participation rate | 67.6% | 30.7%+37.0pp | 55.0%+12.7pp | 60.3%+7.3pp |
| Annual return | 26.58% | 23.16%+3.4pp | 528.60%-502.0pp | 29.43%-2.9pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $559 | $934-40.2% | $1,826-69.4% | $3,767-85.2% |
| Admin fee / account holder | $552 | $2,175-74.6% | $2,491-77.8% | $2,969-81.4% |