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 | $16,780 | $52,450-68.0% | $129,295-87.0% | $74,546-77.5% |
| Participation rate | 31.2% | 53.8%-22.7pp | 69.6%-38.4pp | 67.2%-36.0pp |
| Annual return | 15.08% | 15.65%-0.6pp | 9429.28%-9414.2pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $317 | $1,532-79.3% | $4,157-92.4% | $2,624-87.9% |
| Participant deferral / active EE | $1,063 | $2,797-62.0% | $4,169-74.5% | $4,347-75.6% |
| Admin fee / account holder | $4,591 | $2,636+74.2% | $7,665-40.1% | $1,944+136.2% |