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 7-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 | $6,961 | $104,486-93.3% | $76,817-90.9% | $152,861-95.4% |
| Participation rate | 68.2% | 76.6%-8.4pp | 72.1%-3.9pp | 82.4%-14.3pp |
| Annual return | 34.79% | 1013.37%-978.6pp | 1166.11%-1131.3pp | 345.32%-310.5pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,410 | $4,236-19.5% | $3,336+2.2% | $5,850-41.7% |
| Admin fee / account holder | $467 | $12,275-96.2% | $6,420-92.7% | $11,596-96.0% |