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 | $30,588 | $202,318-84.9% | $172,739-82.3% | $152,861-80.0% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.4%-25.3pp |
| Annual return | 24.78% | 1029.65%-1004.9pp | 802.84%-778.1pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,088 | $5,856-81.4% | $5,143-78.9% | $4,762-77.2% |
| Participant deferral / active EE | $4,715 | $5,948-20.7% | $5,198-9.3% | $5,850-19.4% |
| Admin fee / account holder | $3,472 | $17,109-79.7% | $13,954-75.1% | $11,596-70.1% |