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 | $15,409 | $209,411-92.6% | $178,490-91.4% | $158,922-90.3% |
| Participation rate | 58.3% | 86.3%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 65.31% | 188.75%-123.4pp | 151.07%-85.8pp | 302.83%-237.5pp |
| Employer contribution / active EE | $18 | $5,706-99.7% | $5,011-99.6% | $4,761-99.6% |
| Participant deferral / active EE | $4,853 | $5,954-18.5% | $5,202-6.7% | $5,982-18.9% |
| Admin fee / account holder | $2,098 | $17,074-87.7% | $13,984-85.0% | $11,246-81.3% |