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 | $19,206 | $89,355-78.5% | $141,162-86.4% | $72,985-73.7% |
| Participation rate | 39.7% | 75.1%-35.4pp | 82.5%-42.8pp | 69.5%-29.8pp |
| Annual return | 30.64% | 111.85%-81.2pp | 71.39%-40.8pp | 81.00%-50.4pp |
| Employer contribution / active EE | $564 | $3,114-81.9% | $4,735-88.1% | $2,440-76.9% |
| Participant deferral / active EE | $2,445 | $5,418-54.9% | $6,709-63.6% | $3,607-32.2% |
| Admin fee / account holder | $3,463 | $5,958-41.9% | $10,261-66.3% | $5,124-32.4% |