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 5-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 | $16,525 | $209,832-92.1% | $189,513-91.3% | $167,490-90.1% |
| Participation rate | 55.6% | 88.7%-33.1pp | 87.8%-32.3pp | 82.1%-26.5pp |
| Annual return | 100.77% | 748.27%-647.5pp | 555.15%-454.4pp | 478.56%-377.8pp |
| Employer contribution / active EE | $1,351 | $6,914-80.5% | $6,162-78.1% | $4,837-72.1% |
| Participant deferral / active EE | $6,596 | $8,935-26.2% | $8,221-19.8% | $6,341+4.0% |
| Admin fee / account holder | $1,017 | $14,293-92.9% | $12,045-91.6% | $12,309-91.7% |