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 | $14,977 | $102,317-85.4% | $146,958-89.8% | $80,856-81.5% |
| Participation rate | 48.3% | 75.8%-27.6pp | 82.2%-33.9pp | 67.6%-19.4pp |
| Annual return | 14.87% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,067 | $6,644-23.7% | $8,070-37.2% | $4,296+17.9% |
| Admin fee / account holder | $3,486 | $7,941-56.1% | $12,998-73.2% | $6,918-49.6% |