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 6-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 | $525 | $181,894-99.7% | $156,549-99.7% | $273,961-99.8% |
| Participation rate | 18.8% | 88.4%-69.6pp | 84.0%-65.3pp | 83.0%-64.3pp |
| Annual return | 5.43% | 30.74%-25.3pp | 32.23%-26.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $747 | $6,248-88.0% | $5,501-86.4% | $4,869-84.7% |
| Participant deferral / active EE | $2,013 | $5,550-63.7% | $4,871-58.7% | $5,287-61.9% |
| Admin fee / account holder | $5,393 | $15,559-65.3% | $13,027-58.6% | $10,132-46.8% |