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 4-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 | $9,875 | $183,519-94.6% | $155,509-93.6% | $145,922-93.2% |
| Participation rate | 53.8% | 82.7%-28.8pp | 78.2%-24.3pp | 80.3%-26.4pp |
| Annual return | 8.87% | 61.17%-52.3pp | 64.67%-55.8pp | 561.29%-552.4pp |
| Employer contribution / active EE | $847 | $5,313-84.1% | $4,672-81.9% | $4,660-81.8% |
| Participant deferral / active EE | $2,015 | $6,462-68.8% | $5,626-64.2% | $6,688-69.9% |
| Admin fee / account holder | $2,189 | $19,313-88.7% | $15,912-86.2% | $13,397-83.7% |