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 6-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 | $26,344 | $209,411-87.4% | $178,490-85.2% | $158,922-83.4% |
| Participation rate | 18.2% | 86.3%-68.2pp | 81.9%-63.7pp | 82.0%-63.8pp |
| Annual return | 23.49% | 188.75%-165.3pp | 151.07%-127.6pp | 302.83%-279.3pp |
| Employer contribution / active EE | $237 | $5,706-95.8% | $5,011-95.3% | $4,761-95.0% |
| Participant deferral / active EE | $2,122 | $5,954-64.4% | $5,202-59.2% | $5,982-64.5% |
| Admin fee / account holder | $371 | $17,074-97.8% | $13,984-97.3% | $11,246-96.7% |