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 4-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 | $13,175 | $159,901-91.8% | $146,958-91.0% | $145,922-91.0% |
| Participation rate | 53.8% | 84.0%-30.1pp | 82.2%-28.3pp | 80.3%-26.4pp |
| Annual return | 14.45% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $5 | $5,286-99.9% | $4,933-99.9% | $4,660-99.9% |
| Participant deferral / active EE | $9,788 | $8,428+16.1% | $8,070+21.3% | $6,688+46.4% |
| Admin fee / account holder | $1,384 | $15,044-90.8% | $12,998-89.4% | $13,397-89.7% |