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 10-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 | $16,598 | $152,587-89.1% | $125,175-86.7% | $152,861-89.1% |
| Participation rate | 54.5% | 83.3%-28.8pp | 79.8%-25.2pp | 82.4%-27.9pp |
| Annual return | 22.15% | 54.84%-32.7pp | 43.79%-21.6pp | 345.32%-323.2pp |
| Employer contribution / active EE | $860 | $4,946-82.6% | $3,865-77.7% | $4,762-81.9% |
| Participant deferral / active EE | $2,602 | $5,868-55.7% | $4,937-47.3% | $5,850-55.5% |
| Admin fee / account holder | $2,896 | $13,434-78.4% | $9,702-70.1% | $11,596-75.0% |