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 | $3,505 | $131,829-97.3% | $108,579-96.8% | $273,961-98.7% |
| Participation rate | 69.6% | 83.5%-13.9pp | 79.6%-10.0pp | 83.0%-13.5pp |
| Annual return | 13.70% | -91.57%+105.3pp | -51.70%+65.4pp | 41.45%-27.8pp |
| Employer contribution / active EE | $334 | $4,912-93.2% | $3,758-91.1% | $4,869-93.1% |
| Participant deferral / active EE | $2,019 | $5,127-60.6% | $4,311-53.2% | $5,287-61.8% |
| Admin fee / account holder | $820 | $10,252-92.0% | $7,645-89.3% | $10,132-91.9% |