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 | $18,656 | $61,052-69.4% | $142,863-86.9% | $79,386-76.5% |
| Participation rate | 7.3% | 60.1%-52.8pp | 71.9%-64.7pp | 70.7%-63.4pp |
| Annual return | 14.80% | 16.02%-1.2pp | 5637.54%-5622.7pp | 116.85%-102.0pp |
| Employer contribution / active EE | $280 | $1,481-81.1% | $4,144-93.3% | $2,427-88.5% |
| Participant deferral / active EE | $2,148 | $2,879-25.4% | $3,837-44.0% | $4,046-46.9% |
| Admin fee / account holder | $3,642 | $659+452.4% | $6,560-44.5% | $626+481.5% |