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 4-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 | $7,157 | $61,272-88.3% | $149,673-95.2% | $71,457-90.0% |
| Participation rate | 69.9% | 62.5%+7.4pp | 78.8%-8.9pp | 67.9%+2.0pp |
| Annual return | 23.50% | 35.85%-12.3pp | 134.42%-110.9pp | 28.85%-5.3pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,017 | $2,917-30.8% | $5,680-64.5% | $4,289-53.0% |
| Admin fee / account holder | $339 | $1,261-73.2% | $13,210-97.4% | $1,587-78.7% |