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 | $2 | $177,572-100.0% | $154,803-100.0% | $142,382-100.0% |
| Participation rate | 8.3% | 82.1%-73.7pp | 78.1%-69.7pp | 80.1%-71.8pp |
| Annual return | 19.73% | 65.07%-45.3pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $850 | $4,810-82.3% | $4,305-80.3% | $4,299-80.2% |
| Participant deferral / active EE | $2,912 | $6,272-53.6% | $5,540-47.4% | $6,507-55.2% |
| Admin fee / account holder | $305,471 | $16,786+1719.8% | $14,329+2031.8% | $12,624+2319.8% |