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 | $13,851 | $118,450-88.3% | $98,439-85.9% | $139,434-90.1% |
| Participation rate | 30.8% | 77.4%-46.7pp | 75.2%-44.4pp | 80.3%-49.5pp |
| Annual return | 41.54% | 18.94%+22.6pp | 21.16%+20.4pp | 372.94%-331.4pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $9,896 | $5,392+83.5% | $4,738+108.9% | $6,710+47.5% |
| Admin fee / account holder | $6,062 | $14,026-56.8% | $8,948-32.3% | $11,403-46.8% |