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 8-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 | $18,985 | $77,813-75.6% | $123,544-84.6% | $64,186-70.4% |
| Participation rate | 63.5% | 74.7%-11.2pp | 82.3%-18.8pp | 69.6%-6.1pp |
| Annual return | 37.48% | 12.48%+25.0pp | 119.20%-81.7pp | 7.63%+29.9pp |
| Employer contribution / active EE | $197 | $3,014-93.5% | $4,628-95.7% | $2,381-91.7% |
| Participant deferral / active EE | $2,773 | $5,240-47.1% | $6,426-56.8% | $3,470-20.1% |
| Admin fee / account holder | $1,776 | $5,519-67.8% | $9,284-80.9% | $4,888-63.7% |