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 4-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 | $29,685 | $109,413-72.9% | $156,263-81.0% | $84,808-65.0% |
| Participation rate | 62.2% | 72.7%-10.5pp | 78.9%-16.7pp | 68.3%-6.1pp |
| Annual return | 59.10% | 20.18%+38.9pp | 59.47%-0.4pp | 40.90%+18.2pp |
| Employer contribution / active EE | $783 | $2,907-73.1% | $4,333-81.9% | $2,631-70.3% |
| Participant deferral / active EE | $2,417 | $4,590-47.3% | $6,158-60.8% | $4,212-42.6% |
| Admin fee / account holder | $660 | $9,357-92.9% | $14,255-95.4% | $7,344-91.0% |