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 | $13,591 | $157,256-91.4% | $141,162-90.4% | $152,861-91.1% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.4%-13.7pp |
| Annual return | 23.56% | 64.32%-40.8pp | 71.39%-47.8pp | 345.32%-321.8pp |
| Employer contribution / active EE | $930 | $5,261-82.3% | $4,735-80.4% | $4,762-80.5% |
| Participant deferral / active EE | $3,716 | $7,109-47.7% | $6,709-44.6% | $5,850-36.5% |
| Admin fee / account holder | $4,183 | $12,120-65.5% | $10,261-59.2% | $11,596-63.9% |