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 7-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 | $24,334 | $209,411-88.4% | $178,490-86.4% | $158,922-84.7% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 33.22% | 188.75%-155.5pp | 151.07%-117.8pp | 302.83%-269.6pp |
| Employer contribution / active EE | $1,024 | $5,706-82.1% | $5,011-79.6% | $4,761-78.5% |
| Participant deferral / active EE | $4,472 | $5,954-24.9% | $5,202-14.0% | $5,982-25.2% |
| Admin fee / account holder | $3,033 | $17,074-82.2% | $13,984-78.3% | $11,246-73.0% |