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 8-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 | $21,755 | $171,164-87.3% | $127,761-83.0% | $152,861-85.8% |
| Participation rate | 36.4% | 83.4%-47.1pp | 79.0%-42.6pp | 82.4%-46.1pp |
| Annual return | 43.59% | 23.54%+20.1pp | 26.14%+17.5pp | 345.32%-301.7pp |
| Employer contribution / active EE | $1,209 | $5,447-77.8% | $4,574-73.6% | $4,762-74.6% |
| Participant deferral / active EE | $3,775 | $7,038-46.4% | $6,021-37.3% | $5,850-35.5% |
| Admin fee / account holder | $380 | $14,530-97.4% | $9,395-96.0% | $11,596-96.7% |