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 4-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 | $21,283 | $165,984-87.2% | $164,813-87.1% | $145,922-85.4% |
| Participation rate | 31.3% | 82.0%-50.8pp | 78.6%-47.4pp | 80.3%-49.0pp |
| Annual return | 13.09% | 100.03%-86.9pp | 69.93%-56.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $838 | $5,273-84.1% | $4,341-80.7% | $4,660-82.0% |
| Participant deferral / active EE | $2,605 | $6,959-62.6% | $6,031-56.8% | $6,688-61.1% |
| Admin fee / account holder | $1,169 | $16,648-93.0% | $12,690-90.8% | $13,397-91.3% |