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 5-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 | $21,476 | $185,822-88.4% | $169,993-87.4% | $139,434-84.6% |
| Participation rate | 30.0% | 87.8%-57.8pp | 87.0%-57.0pp | 80.3%-50.3pp |
| Annual return | 19.71% | 60.50%-40.8pp | 53.37%-33.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $260 | $7,590-96.6% | $6,785-96.2% | $4,751-94.5% |
| Participant deferral / active EE | $4,311 | $11,622-62.9% | $10,408-58.6% | $6,710-35.8% |
| Admin fee / account holder | $5,804 | $15,381-62.3% | $12,815-54.7% | $11,403-49.1% |