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 4-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 | $36,658 | $78,953-53.6% | $113,168-67.6% | - |
| Participation rate | 50.5% | 68.2%-17.7pp | 76.6%-26.1pp | - |
| Annual return | 32.05% | 14.87%+17.2pp | 24.27%+7.8pp | - |
| Employer contribution / active EE | $661 | $2,126-68.9% | $2,975-77.8% | - |
| Participant deferral / active EE | $4,525 | $4,324+4.6% | $5,107-11.4% | - |
| Admin fee / account holder | $1,949 | $5,008-61.1% | $12,068-83.9% | - |