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 | $14,526 | $198,466-92.7% | $170,442-91.5% | $147,584-90.2% |
| Participation rate | 64.3% | 88.0%-23.7pp | 83.6%-19.3pp | 82.8%-18.5pp |
| Annual return | 17.37% | 257.29%-239.9pp | 205.93%-188.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,054 | $6,184-83.0% | $5,433-80.6% | $4,876-78.4% |
| Participant deferral / active EE | $2,753 | $5,629-51.1% | $4,939-44.3% | $5,439-49.4% |
| Admin fee / account holder | $1,488 | $16,852-91.2% | $13,880-89.3% | $10,885-86.3% |