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 | $178,174-93.8% | $156,181-92.9% | $137,256-91.9% |
| Participation rate | 28.6% | 82.0%-53.5pp | 78.8%-50.3pp | 80.0%-51.4pp |
| Annual return | 30.77% | 84.19%-53.4pp | 64.87%-34.1pp | 220.34%-189.6pp |
| Employer contribution / active EE | $602 | $4,972-87.9% | $4,294-86.0% | $4,156-85.5% |
| Participant deferral / active EE | $2,812 | $6,888-59.2% | $6,132-54.1% | $6,407-56.1% |
| Admin fee / account holder | $3,996 | $17,404-77.0% | $14,586-72.6% | $12,270-67.4% |