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 | $21,171 | $178,174-88.1% | $156,181-86.4% | $137,256-84.6% |
| Participation rate | 52.9% | 82.0%-29.1pp | 78.8%-25.9pp | 80.0%-27.0pp |
| Annual return | 13.70% | 84.19%-70.5pp | 64.87%-51.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $577 | $4,972-88.4% | $4,294-86.6% | $4,156-86.1% |
| Participant deferral / active EE | $2,129 | $6,888-69.1% | $6,132-65.3% | $6,407-66.8% |
| Admin fee / account holder | $4,088 | $17,404-76.5% | $14,586-72.0% | $12,270-66.7% |