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 3-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 | $1,968 | $51,175-96.2% | $70,515-97.2% | $75,163-97.4% |
| Participation rate | 65.4% | 60.9%+4.4pp | 68.3%-3.0pp | 67.2%-1.8pp |
| Annual return | 30.92% | 30.02%+0.9pp | 32.77%-1.9pp | 160.62%-129.7pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $993 | $2,849-65.2% | $4,567-78.3% | $4,125-75.9% |
| Admin fee / account holder | $351 | $4,091-91.4% | $6,412-94.5% | $5,651-93.8% |