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 | $16,872 | $71,050-76.3% | $93,606-82.0% | $80,856-79.1% |
| Participation rate | 47.2% | 60.4%-13.2pp | 68.7%-21.5pp | 67.6%-20.4pp |
| Annual return | 14.01% | 11.26%+2.7pp | 133.20%-119.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $301 | $1,564-80.7% | $2,420-87.6% | $2,755-89.1% |
| Participant deferral / active EE | $1,726 | $4,034-57.2% | $4,411-60.9% | $4,296-59.8% |
| Admin fee / account holder | $2,209 | $6,945-68.2% | $8,285-73.3% | $6,918-68.1% |