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 9-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 | $6,712 | $97,757-93.1% | $83,848-92.0% | $135,375-95.0% |
| Participation rate | 36.4% | 80.0%-43.6pp | 76.1%-39.8pp | 82.6%-46.3pp |
| Annual return | 5.19% | 1287.37%-1282.2pp | 850.88%-845.7pp | 519.73%-514.5pp |
| Employer contribution / active EE | $636 | $4,222-84.9% | $3,631-82.5% | $4,779-86.7% |
| Participant deferral / active EE | $2,983 | $4,682-36.3% | $4,082-26.9% | $5,609-46.8% |
| Admin fee / account holder | $1,070 | $6,674-84.0% | $5,478-80.5% | $10,827-90.1% |