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 | $14,421 | $176,812-91.8% | $146,665-90.2% | $167,490-91.4% |
| Participation rate | 33.3% | 83.6%-50.3pp | 80.1%-46.7pp | 82.1%-48.8pp |
| Annual return | 16.35% | 24.03%-7.7pp | 22.74%-6.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $458 | $5,160-91.1% | $4,136-88.9% | $4,837-90.5% |
| Participant deferral / active EE | $6,574 | $6,440+2.1% | $5,506+19.4% | $6,341+3.7% |
| Admin fee / account holder | $38,526 | $13,259+190.6% | $10,280+274.8% | $12,309+213.0% |