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 10-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 | $19,746 | $180,449-89.1% | $154,107-87.2% | $135,375-85.4% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -7.64% | 888.09%-895.7pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,028 | $6,035-83.0% | $5,298-80.6% | $4,779-78.5% |
| Participant deferral / active EE | $3,287 | $5,806-43.4% | $5,081-35.3% | $5,609-41.4% |
| Admin fee / account holder | $5,489 | $16,143-66.0% | $13,411-59.1% | $10,827-49.3% |