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 | $13,573 | $175,202-92.3% | $149,673-90.9% | $139,434-90.3% |
| Participation rate | 52.9% | 83.4%-30.4pp | 78.8%-25.8pp | 80.3%-27.4pp |
| Annual return | 21.65% | 166.71%-145.1pp | 134.42%-112.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $400 | $5,474-92.7% | $4,818-91.7% | $4,751-91.6% |
| Participant deferral / active EE | $3,502 | $6,519-46.3% | $5,680-38.3% | $6,710-47.8% |
| Admin fee / account holder | $708 | $16,150-95.6% | $13,210-94.6% | $11,403-93.8% |