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 5-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 | $6,197 | $159,901-96.1% | $146,958-95.8% | $145,922-95.8% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.2%-27.6pp | 80.3%-25.7pp |
| Annual return | 18.21% | 98.13%-79.9pp | 418.34%-400.1pp | 561.29%-543.1pp |
| Employer contribution / active EE | $48 | $5,286-99.1% | $4,933-99.0% | $4,660-99.0% |
| Participant deferral / active EE | $2,939 | $8,428-65.1% | $8,070-63.6% | $6,688-56.1% |
| Admin fee / account holder | $777 | $15,044-94.8% | $12,998-94.0% | $13,397-94.2% |