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 | $11,208 | $84,936-86.8% | $111,297-89.9% | $79,386-85.9% |
| Participation rate | 29.4% | 75.9%-46.5pp | 77.3%-48.0pp | 70.7%-41.3pp |
| Annual return | 33.65% | 17.45%+16.2pp | 54.65%-21.0pp | 116.85%-83.2pp |
| Employer contribution / active EE | $568 | $1,979-71.3% | $2,731-79.2% | $2,427-76.6% |
| Participant deferral / active EE | $2,008 | $3,888-48.4% | $4,487-55.3% | $4,046-50.4% |
| Admin fee / account holder | $625 | $537+16.4% | $7,964-92.1% | $626-0.2% |