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 | $13,917 | $126,574-89.0% | $106,213-86.9% | $145,922-90.5% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 13.26% | 224.79%-211.5pp | 116.14%-102.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $659 | $3,730-82.3% | $3,171-79.2% | $4,660-85.9% |
| Participant deferral / active EE | $2,329 | $5,724-59.3% | $5,016-53.6% | $6,688-65.2% |
| Admin fee / account holder | $2,800 | $17,304-83.8% | $11,033-74.6% | $13,397-79.1% |