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 10-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 | $32,667 | $100,041-67.3% | $149,718-78.2% | $70,131-53.4% |
| Participation rate | 60.9% | 83.6%-22.7pp | 87.1%-26.2pp | 69.5%-8.7pp |
| Annual return | 18.13% | 27.43%-9.3pp | 1501.63%-1483.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,005 | $4,983-19.6% | $6,569-39.0% | $3,332+20.2% |
| Admin fee / account holder | $1,198 | $8,286-85.5% | $11,283-89.4% | $4,645-74.2% |