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 3-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 | $4,783 | $189,613-97.5% | $167,512-97.1% | $142,382-96.6% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 13.61% | 2024.68%-2011.1pp | 1615.79%-1602.2pp | 217.08%-203.5pp |
| Employer contribution / active EE | $60 | $4,349-98.6% | $3,882-98.5% | $4,299-98.6% |
| Participant deferral / active EE | $1,487 | $6,981-78.7% | $6,405-76.8% | $6,507-77.2% |
| Admin fee / account holder | $3,118 | $10,528-70.4% | $9,769-68.1% | $12,624-75.3% |