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 10-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 | $12,504 | $36,767-66.0% | $81,478-84.7% | $62,292-79.9% |
| Participation rate | 58.8% | 54.4%+4.3pp | 68.0%-9.2pp | 69.5%-10.7pp |
| Annual return | 18.57% | 173.80%-155.2pp | 38.78%-20.2pp | 28.90%-10.3pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,037 | $2,111-3.5% | $3,537-42.4% | $3,169-35.7% |
| Admin fee / account holder | $740 | $797-7.2% | $4,561-83.8% | $479+54.4% |