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 7-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 | $12,803 | $65,561-80.5% | $86,188-85.1% | $75,163-83.0% |
| Participation rate | 39.6% | 60.5%-20.9pp | 69.0%-29.4pp | 67.2%-27.6pp |
| Annual return | 42.42% | 46.05%-3.6pp | 1168.45%-1126.0pp | 160.62%-118.2pp |
| Employer contribution / active EE | $215 | $1,553-86.2% | $2,380-91.0% | $2,670-92.0% |
| Participant deferral / active EE | $1,294 | $3,024-57.2% | $3,985-67.5% | $4,125-68.6% |
| Admin fee / account holder | $1,840 | $5,474-66.4% | $6,852-73.1% | $5,651-67.4% |