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 4-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 | $178 | $209,336-99.9% | $197,124-99.9% | $137,256-99.9% |
| Participation rate | 33.3% | 87.3%-54.0pp | 86.7%-53.4pp | 80.0%-46.6pp |
| Annual return | 16.83% | 48.09%-31.3pp | 44.34%-27.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $259 | $6,591-96.1% | $6,227-95.8% | $4,156-93.8% |
| Participant deferral / active EE | $4,788 | $9,614-50.2% | $9,135-47.6% | $6,407-25.3% |
| Admin fee / account holder | $112,136 | $17,308+547.9% | $16,298+588.0% | $12,270+813.9% |