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 | $2,684 | $48,046-94.4% | $84,611-96.8% | $72,985-96.3% |
| Participation rate | 37.5% | 57.6%-20.1pp | 68.2%-30.7pp | 69.5%-32.0pp |
| Annual return | 22.71% | 37.38%-14.7pp | 258.74%-236.0pp | 81.00%-58.3pp |
| Employer contribution / active EE | $18 | $1,602-98.9% | $2,652-99.3% | $2,440-99.2% |
| Participant deferral / active EE | $990 | $2,680-63.1% | $3,899-74.6% | $3,607-72.6% |
| Admin fee / account holder | $401 | $3,395-88.2% | $4,912-91.8% | $5,124-92.2% |