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 7-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 | $13,645 | $105,181-87.0% | $159,436-91.4% | $85,850-84.1% |
| Participation rate | 67.2% | 75.8%-8.6pp | 82.8%-15.6pp | 69.3%-2.1pp |
| Annual return | 50.27% | 45.07%+5.2pp | 263.57%-213.3pp | 318.53%-268.3pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,191 | $5,945-29.5% | $7,352-43.0% | $3,952+6.1% |
| Admin fee / account holder | $1,527 | $6,933-78.0% | $10,799-85.9% | $6,260-75.6% |