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 | $122,022 | $357,791-65.9% | $123,344-1.1% | $357,791-65.9% |
| Participation rate | 65.0% | 85.6%-20.6pp | 82.5%-17.5pp | 85.6%-20.6pp |
| Annual return | 12.51% | 396.79%-384.3pp | -18.33%+30.8pp | 396.79%-384.3pp |
| Employer contribution / active EE | $6,479 | $7,508-13.7% | $5,643+14.8% | $7,508-13.7% |
| Participant deferral / active EE | $0 | $5,521-100.0% | $12,627-100.0% | $5,521-100.0% |
| Admin fee / account holder | $26,404 | $28,387-7.0% | $13,688+92.9% | $28,387-7.0% |