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 8-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 | $8,572 | $165,912-94.8% | $122,332-93.0% | $147,584-94.2% |
| Participation rate | 47.4% | 79.6%-32.2pp | 71.6%-24.3pp | 82.8%-35.5pp |
| Annual return | 28.15% | 34.55%-6.4pp | 30.27%-2.1pp | 578.55%-550.4pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,078 | $4,005-48.1% | $3,287-36.8% | $5,439-61.8% |
| Admin fee / account holder | $508 | $7,424-93.2% | $5,478-90.7% | $10,885-95.3% |