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 | $5,301 | $124,281-95.7% | $109,143-95.1% | $167,490-96.8% |
| Participation rate | 22.7% | 79.4%-56.7pp | 75.9%-53.1pp | 82.1%-59.4pp |
| Annual return | 21.33% | 26.04%-4.7pp | 25.75%-4.4pp | 478.56%-457.2pp |
| Employer contribution / active EE | $534 | $4,207-87.3% | $3,722-85.7% | $4,837-89.0% |
| Participant deferral / active EE | $1,602 | $5,255-69.5% | $4,653-65.6% | $6,341-74.7% |
| Admin fee / account holder | $4,998 | $7,970-37.3% | $6,752-26.0% | $12,309-59.4% |