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 | $30,371 | $125,758-75.8% | $169,993-82.1% | $75,163-59.6% |
| Participation rate | 53.8% | 83.6%-29.8pp | 87.0%-33.2pp | 67.2%-13.4pp |
| Annual return | 70.69% | 27.20%+43.5pp | 53.37%+17.3pp | 160.62%-89.9pp |
| Employer contribution / active EE | $1,356 | $4,615-70.6% | $6,785-80.0% | $2,670-49.2% |
| Participant deferral / active EE | $3,870 | $6,837-43.4% | $10,408-62.8% | $4,125-6.2% |
| Admin fee / account holder | $392 | $8,173-95.2% | $12,815-96.9% | $5,651-93.1% |