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 | $12,031 | $95,416-87.4% | $185,823-93.5% | $85,850-86.0% |
| Participation rate | 18.2% | 68.8%-50.6pp | 81.7%-63.5pp | 69.3%-51.1pp |
| Annual return | 12.01% | 23.59%-11.6pp | 122.05%-110.0pp | 318.53%-306.5pp |
| Employer contribution / active EE | $334 | $3,314-89.9% | $5,167-93.5% | $2,565-87.0% |
| Participant deferral / active EE | $1,314 | $3,423-61.6% | $5,568-76.4% | $3,952-66.8% |
| Admin fee / account holder | $557 | $7,213-92.3% | $16,237-96.6% | $6,260-91.1% |