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 | $11,434 | $135,952-91.6% | $123,892-90.8% | $273,961-95.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 142.00% | 56.63%+85.4pp | 47.52%+94.5pp | 41.45%+100.5pp |
| Employer contribution / active EE | $743 | $5,170-85.6% | $4,617-83.9% | $4,869-84.7% |
| Participant deferral / active EE | $2,281 | $6,343-64.0% | $5,984-61.9% | $5,287-56.9% |
| Admin fee / account holder | $384 | $9,817-96.1% | $8,357-95.4% | $10,132-96.2% |