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 | $178,174-88.2% | $156,181-86.5% | $137,256-84.7% |
| Participation rate | 36.4% | 82.0%-45.7pp | 78.8%-42.5pp | 80.0%-43.6pp |
| Annual return | 15.48% | 84.19%-68.7pp | 64.87%-49.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $998 | $4,972-79.9% | $4,294-76.8% | $4,156-76.0% |
| Participant deferral / active EE | $2,511 | $6,888-63.5% | $6,132-59.0% | $6,407-60.8% |
| Admin fee / account holder | $973 | $17,404-94.4% | $14,586-93.3% | $12,270-92.1% |