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 10-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 | $8,859 | $58,512-84.9% | $84,015-89.5% | $72,985-87.9% |
| Participation rate | 67.9% | 61.2%+6.6pp | 69.0%-1.2pp | 69.5%-1.6pp |
| Annual return | 94.29% | 28.93%+65.4pp | 71.31%+23.0pp | 81.00%+13.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,325 | $2,394-44.6% | $3,239-59.1% | $3,607-63.3% |
| Admin fee / account holder | $323 | $4,569-92.9% | $6,101-94.7% | $5,124-93.7% |