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 | $3,124 | $53,516-94.2% | $126,539-97.5% | $84,808-96.3% |
| Participation rate | 68.5% | 58.2%+10.3pp | 69.8%-1.3pp | 68.3%+0.2pp |
| Annual return | 16.39% | 58.34%-41.9pp | 425.95%-409.6pp | 40.90%-24.5pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $888 | $2,671-66.7% | $4,083-78.2% | $4,212-78.9% |
| Admin fee / account holder | $708 | $4,497-84.3% | $6,065-88.3% | $7,344-90.4% |