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 | $22,465 | $80,968-72.3% | $96,544-76.7% | $75,163-70.1% |
| Participation rate | 25.6% | 71.8%-46.2pp | 76.0%-50.4pp | 67.2%-41.6pp |
| Annual return | 47.00% | 27.06%+19.9pp | 25.84%+21.2pp | 160.62%-113.6pp |
| Employer contribution / active EE | $499 | $2,282-78.1% | $2,965-83.2% | $2,670-81.3% |
| Participant deferral / active EE | $2,672 | $3,928-32.0% | $4,851-44.9% | $4,125-35.2% |
| Admin fee / account holder | $29,042 | $6,724+331.9% | $8,252+251.9% | $5,651+413.9% |