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 | $26,562 | $284,927-90.7% | $210,053-87.4% | $382,429-93.1% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.8%-47.5pp | 87.7%-54.4pp |
| Annual return | 17.05% | 281.55%-264.5pp | 232.76%-215.7pp | 248.85%-231.8pp |
| Employer contribution / active EE | $119 | $6,452-98.2% | $4,521-97.4% | $8,036-98.5% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $4,238-100.0% | $5,727-100.0% |
| Admin fee / account holder | $52,246 | $19,753+164.5% | $16,990+207.5% | $30,732+70.0% |