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 10-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 | $10,845 | $103,376-89.5% | $87,100-87.5% | $152,861-92.9% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.9%-16.9pp | 82.4%-22.4pp |
| Annual return | 17.31% | 28.10%-10.8pp | 28.19%-10.9pp | 345.32%-328.0pp |
| Employer contribution / active EE | $177 | $3,220-94.5% | $2,521-93.0% | $4,762-96.3% |
| Participant deferral / active EE | $2,256 | $4,778-52.8% | $4,049-44.3% | $5,850-61.4% |
| Admin fee / account holder | $1,122 | $12,205-90.8% | $7,497-85.0% | $11,596-90.3% |