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 4-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 | $14,553 | $81,625-82.2% | $167,512-91.3% | $74,304-80.4% |
| Participation rate | 24.1% | 60.0%-35.9pp | 77.1%-53.0pp | 60.3%-36.2pp |
| Annual return | 18.05% | 26.09%-8.0pp | 1615.79%-1597.7pp | 29.43%-11.4pp |
| Employer contribution / active EE | $174 | $2,010-91.3% | $3,882-95.5% | $2,241-92.2% |
| Participant deferral / active EE | $1,495 | $4,115-63.7% | $6,405-76.7% | $3,767-60.3% |
| Admin fee / account holder | $843 | $3,474-75.7% | $9,769-91.4% | $2,969-71.6% |