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 5-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 | $11,090 | $61,272-81.9% | $149,673-92.6% | $71,457-84.5% |
| Participation rate | 25.6% | 62.5%-36.9pp | 78.8%-53.2pp | 67.9%-42.3pp |
| Annual return | 17.78% | 35.85%-18.1pp | 134.42%-116.6pp | 28.85%-11.1pp |
| Employer contribution / active EE | $94 | $2,378-96.1% | $4,818-98.1% | $2,588-96.4% |
| Participant deferral / active EE | $972 | $2,917-66.7% | $5,680-82.9% | $4,289-77.3% |
| Admin fee / account holder | $503 | $1,261-60.1% | $13,210-96.2% | $1,587-68.3% |