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 6-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 | $3,406 | $109,817-96.9% | $98,442-96.5% | $167,490-98.0% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 22.17% | 1956.69%-1934.5pp | 1492.73%-1470.6pp | 478.56%-456.4pp |
| Employer contribution / active EE | $44 | $3,224-98.6% | $2,960-98.5% | $4,837-99.1% |
| Participant deferral / active EE | $4,868 | $4,673+4.2% | $4,276+13.8% | $6,341-23.2% |
| Admin fee / account holder | $45,092 | $6,753+567.8% | $5,949+657.9% | $12,309+266.3% |