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 | $14,477 | $63,346-77.1% | $92,233-84.3% | $70,131-79.4% |
| Participation rate | 37.0% | 68.7%-31.6pp | 76.5%-39.4pp | 69.5%-32.5pp |
| Annual return | 16.37% | 530.12%-513.7pp | 176.28%-159.9pp | 73.14%-56.8pp |
| Employer contribution / active EE | $463 | $2,471-81.2% | $3,679-87.4% | $2,342-80.2% |
| Participant deferral / active EE | $1,853 | $2,854-35.1% | $3,897-52.4% | $3,332-44.4% |
| Admin fee / account holder | $2,164 | $3,840-43.7% | $5,194-58.3% | $4,645-53.4% |