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 6-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 | $10,121 | $78,672-87.1% | $109,143-90.7% | $85,850-88.2% |
| Participation rate | 41.3% | 68.3%-27.0pp | 75.9%-34.6pp | 69.3%-28.0pp |
| Annual return | 13.69% | 25.09%-11.4pp | 25.75%-12.1pp | 318.53%-304.8pp |
| Employer contribution / active EE | $625 | $2,735-77.1% | $3,722-83.2% | $2,565-75.6% |
| Participant deferral / active EE | $1,572 | $3,467-54.7% | $4,653-66.2% | $3,952-60.2% |
| Admin fee / account holder | $1,110 | $5,469-79.7% | $6,752-83.6% | $6,260-82.3% |