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 6-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 | $21,061 | $179,726-88.3% | $156,263-86.5% | $142,382-85.2% |
| Participation rate | 36.4% | 82.1%-45.7pp | 78.9%-42.5pp | 80.1%-43.8pp |
| Annual return | 15.48% | 77.86%-62.4pp | 59.47%-44.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $998 | $5,069-80.3% | $4,333-77.0% | $4,299-76.8% |
| Participant deferral / active EE | $2,511 | $6,956-63.9% | $6,158-59.2% | $6,507-61.4% |
| Admin fee / account holder | $973 | $17,272-94.4% | $14,255-93.2% | $12,624-92.3% |