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 | $29,069 | $144,119-79.8% | $117,854-75.3% | $147,584-80.3% |
| Participation rate | 44.4% | 83.4%-39.0pp | 79.7%-35.2pp | 82.8%-38.4pp |
| Annual return | 14.26% | 531.15%-516.9pp | 335.08%-320.8pp | 578.55%-564.3pp |
| Employer contribution / active EE | $658 | $4,896-86.6% | $3,786-82.6% | $4,876-86.5% |
| Participant deferral / active EE | $2,904 | $5,316-45.4% | $4,482-35.2% | $5,439-46.6% |
| Admin fee / account holder | $1,444 | $10,886-86.7% | $8,020-82.0% | $10,885-86.7% |