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 5-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 | $24,776 | $180,101-86.2% | $112,887-78.1% | - |
| Participation rate | 30.3% | 65.2%-34.9pp | 80.5%-50.2pp | - |
| Annual return | 18.38% | 26.55%-8.2pp | 34.10%-15.7pp | - |
| Employer contribution / active EE | $0 | $2,353-100.0% | $4,563-100.0% | - |
| Participant deferral / active EE | $4,220 | $4,104+2.8% | $6,513-35.2% | - |
| Admin fee / account holder | $6,206 | $23,406-73.5% | $7,047-11.9% | - |