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 3-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 | $22,975 | $168,632-86.4% | $147,614-84.4% | $125,391-81.7% |
| Participation rate | 69.6% | 88.8%-19.2pp | 84.6%-15.1pp | 83.2%-13.6pp |
| Annual return | -2.80% | 77.65%-80.4pp | 61.98%-64.8pp | 282.22%-285.0pp |
| Employer contribution / active EE | $608 | $6,252-90.3% | $5,564-89.1% | $4,866-87.5% |
| Participant deferral / active EE | $1,875 | $5,507-66.0% | $4,895-61.7% | $5,352-65.0% |
| Admin fee / account holder | $4,320 | $13,580-68.2% | $11,611-62.8% | $9,540-54.7% |