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 7-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 | $4,338 | $112,881-96.2% | $90,951-95.2% | $158,922-97.3% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 18.12% | 215.79%-197.7pp | 134.60%-116.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $384 | $2,893-86.7% | $2,122-81.9% | $4,761-91.9% |
| Participant deferral / active EE | $1,891 | $4,128-54.2% | $3,373-43.9% | $5,982-68.4% |
| Admin fee / account holder | $462 | $8,041-94.3% | $5,959-92.3% | $11,246-95.9% |