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 | $10,486 | $154,117-93.2% | $129,995-91.9% | $139,434-92.5% |
| Participation rate | 43.8% | 82.0%-38.2pp | 78.5%-34.7pp | 80.3%-36.6pp |
| Annual return | 22.11% | 32.48%-10.4pp | -137.18%+159.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $76 | $5,289-98.6% | $4,320-98.3% | $4,751-98.4% |
| Participant deferral / active EE | $3,458 | $6,710-48.5% | $5,820-40.6% | $6,710-48.5% |
| Admin fee / account holder | $1,374 | $14,007-90.2% | $10,614-87.1% | $11,403-88.0% |