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 | $9,209 | $210,698-95.6% | $178,014-94.8% | $145,959-93.7% |
| Participation rate | 27.3% | 80.8%-53.5pp | 77.1%-49.8pp | 80.3%-53.0pp |
| Annual return | 15.72% | 386.27%-370.6pp | 294.80%-279.1pp | 561.95%-546.2pp |
| Employer contribution / active EE | $597 | $4,567-86.9% | $3,950-84.9% | $4,661-87.2% |
| Participant deferral / active EE | $2,436 | $6,958-65.0% | $6,276-61.2% | $6,689-63.6% |
| Admin fee / account holder | $1,882 | $12,016-84.3% | $10,362-81.8% | $13,398-86.0% |