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 | $11,058 | $179,726-93.8% | $156,263-92.9% | $142,382-92.2% |
| Participation rate | 28.6% | 82.1%-53.5pp | 78.9%-50.3pp | 80.1%-51.5pp |
| Annual return | 30.77% | 77.86%-47.1pp | 59.47%-28.7pp | 217.08%-186.3pp |
| Employer contribution / active EE | $602 | $5,069-88.1% | $4,333-86.1% | $4,299-86.0% |
| Participant deferral / active EE | $2,812 | $6,956-59.6% | $6,158-54.3% | $6,507-56.8% |
| Admin fee / account holder | $3,996 | $17,272-76.9% | $14,255-72.0% | $12,624-68.3% |