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 | $13,576 | $69,010-80.3% | $159,960-91.5% | $68,494-80.2% |
| Participation rate | 44.6% | 65.4%-20.8pp | 78.0%-33.3pp | 67.9%-23.2pp |
| Annual return | 527.49% | -9.65%+537.1pp | 408.60%+118.9pp | -7.84%+535.3pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,964 | $4,212-29.6% | $6,182-52.1% | $4,027-26.4% |
| Admin fee / account holder | $1,222 | $4,798-74.5% | $8,698-85.9% | $5,403-77.4% |