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 10-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 | $9,569 | $168,632-94.3% | $147,614-93.5% | $125,391-92.4% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -0.04% | 77.65%-77.7pp | 61.98%-62.0pp | 282.22%-282.3pp |
| Employer contribution / active EE | $566 | $6,252-91.0% | $5,564-89.8% | $4,866-88.4% |
| Participant deferral / active EE | $3,317 | $5,507-39.8% | $4,895-32.2% | $5,352-38.0% |
| Admin fee / account holder | $10,522 | $13,580-22.5% | $11,611-9.4% | $9,540+10.3% |