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 | $14,763 | $118,849-87.6% | $96,562-84.7% | $167,490-91.2% |
| Participation rate | 69.2% | 75.5%-6.2pp | 69.8%-0.6pp | 82.1%-12.9pp |
| Annual return | 11.63% | 50.49%-38.9pp | 37.78%-26.2pp | 478.56%-466.9pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,594 | $4,616-0.5% | $3,849+19.4% | $6,341-27.6% |
| Admin fee / account holder | $318 | $8,065-96.1% | $6,181-94.9% | $12,309-97.4% |