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 | $25,592 | $79,944-68.0% | $98,439-74.0% | $75,163-66.0% |
| Participation rate | 28.6% | 70.4%-41.8pp | 75.2%-46.6pp | 67.2%-38.6pp |
| Annual return | 20.09% | 19.75%+0.3pp | 21.16%-1.1pp | 160.62%-140.5pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,473 | $3,752-7.4% | $4,738-26.7% | $4,125-15.8% |
| Admin fee / account holder | $6,410 | $6,840-6.3% | $8,948-28.4% | $5,651+13.4% |