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 | $12,971 | $105,998-87.8% | $92,233-85.9% | $147,584-91.2% |
| Participation rate | 25.0% | 80.4%-55.4pp | 76.5%-51.5pp | 82.8%-57.8pp |
| Annual return | 25.66% | 50.05%-24.4pp | 176.28%-150.6pp | 578.55%-552.9pp |
| Employer contribution / active EE | $379 | $4,333-91.2% | $3,679-89.7% | $4,876-92.2% |
| Participant deferral / active EE | $1,738 | $4,478-61.2% | $3,897-55.4% | $5,439-68.1% |
| Admin fee / account holder | $493 | $6,332-92.2% | $5,194-90.5% | $10,885-95.5% |