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 | $21,163 | $180,449-88.3% | $154,107-86.3% | $135,375-84.4% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | -4.00% | 888.09%-892.1pp | 735.12%-739.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $882 | $6,035-85.4% | $5,298-83.4% | $4,779-81.5% |
| Participant deferral / active EE | $4,389 | $5,806-24.4% | $5,081-13.6% | $5,609-21.7% |
| Admin fee / account holder | $11,539 | $16,143-28.5% | $13,411-14.0% | $10,827+6.6% |