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 | $5,637 | $100,773-94.4% | $88,946-93.7% | $142,382-96.0% |
| Participation rate | 69.6% | 74.3%-4.7pp | 68.8%+0.7pp | 80.1%-10.6pp |
| Annual return | 16.12% | 70.18%-54.1pp | 57.82%-41.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,446 | $5,230-34.1% | $4,581-24.8% | $6,507-47.0% |
| Admin fee / account holder | $1,634 | $9,693-83.1% | $8,261-80.2% | $12,624-87.1% |