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 | $16,161 | $124,281-87.0% | $109,143-85.2% | $167,490-90.4% |
| Participation rate | 36.8% | 79.4%-42.6pp | 75.9%-39.0pp | 82.1%-45.3pp |
| Annual return | 13.90% | 26.04%-12.1pp | 25.75%-11.8pp | 478.56%-464.7pp |
| Employer contribution / active EE | $689 | $4,207-83.6% | $3,722-81.5% | $4,837-85.8% |
| Participant deferral / active EE | $6,671 | $5,255+26.9% | $4,653+43.4% | $6,341+5.2% |
| Admin fee / account holder | $474 | $7,970-94.1% | $6,752-93.0% | $12,309-96.2% |