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 | $13,211 | $117,841-88.8% | $102,423-87.1% | $145,922-90.9% |
| Participation rate | 52.9% | 78.6%-25.6pp | 76.5%-23.5pp | 80.3%-27.3pp |
| Annual return | 10.21% | 31.65%-21.4pp | 29.32%-19.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $524 | $3,615-85.5% | $3,023-82.7% | $4,660-88.7% |
| Participant deferral / active EE | $2,028 | $5,731-64.6% | $5,053-59.9% | $6,688-69.7% |
| Admin fee / account holder | $4,448 | $13,326-66.6% | $9,451-52.9% | $13,397-66.8% |