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 | $29,051-94.2% | $52,425-96.8% | $67,986-97.5% |
| Participation rate | 67.6% | 30.4%+37.2pp | 55.6%+12.0pp | 57.2%+10.4pp |
| Annual return | 26.58% | 24.00%+2.6pp | 302.12%-275.5pp | 31.67%-5.1pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $559 | $873-36.0% | $1,790-68.8% | $3,358-83.4% |
| Admin fee / account holder | $552 | $2,113-73.9% | $2,495-77.9% | $3,203-82.8% |