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 | $26,868 | $168,632-84.1% | $147,614-81.8% | $125,391-78.6% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -2.11% | 77.65%-79.8pp | 61.98%-64.1pp | 282.22%-284.3pp |
| Employer contribution / active EE | $664 | $6,252-89.4% | $5,564-88.1% | $4,866-86.4% |
| Participant deferral / active EE | $2,036 | $5,507-63.0% | $4,895-58.4% | $5,352-61.9% |
| Admin fee / account holder | $639 | $13,580-95.3% | $11,611-94.5% | $9,540-93.3% |