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 | $6,812 | $121,625-94.4% | $104,607-93.5% | $158,922-95.7% |
| Participation rate | 69.2% | 77.5%-8.3pp | 74.1%-4.8pp | 82.0%-12.7pp |
| Annual return | 4.04% | 465.26%-461.2pp | 340.46%-336.4pp | 302.83%-298.8pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $766 | $4,177-81.7% | $3,740-79.5% | $5,982-87.2% |
| Admin fee / account holder | $13,684 | $7,787+75.7% | $6,473+111.4% | $11,246+21.7% |