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 | $11,138 | $80,753-86.2% | $136,294-91.8% | $62,292-82.1% |
| Participation rate | 28.0% | 73.5%-45.6pp | 81.9%-54.0pp | 69.5%-41.5pp |
| Annual return | 130.15% | 35.83%+94.3pp | 5155.94%-5025.8pp | 28.90%+101.3pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,667 | $5,164-48.4% | $6,247-57.3% | $3,169-15.9% |
| Admin fee / account holder | $1,357 | $525+158.2% | $9,243-85.3% | $479+183.0% |