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 | $24,858 | $176,947-86.0% | $126,539-80.4% | - |
| Participation rate | 65.7% | 61.8%+3.8pp | 69.8%-4.2pp | - |
| Annual return | 12.67% | 15.13%-2.5pp | 425.95%-413.3pp | - |
| Employer contribution / active EE | $499 | $2,196-77.3% | $3,674-86.4% | - |
| Participant deferral / active EE | $2,477 | $4,114-39.8% | $4,083-39.3% | - |
| Admin fee / account holder | $6,733 | $22,209-69.7% | $6,065+11.0% | - |