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 | $27,696 | $181,894-84.8% | $156,549-82.3% | $273,961-89.9% |
| Participation rate | 54.5% | 88.4%-33.8pp | 84.0%-29.5pp | 83.0%-28.5pp |
| Annual return | 208.64% | 30.74%+177.9pp | 32.23%+176.4pp | 41.45%+167.2pp |
| Employer contribution / active EE | $1,198 | $6,248-80.8% | $5,501-78.2% | $4,869-75.4% |
| Participant deferral / active EE | $4,808 | $5,550-13.4% | $4,871-1.3% | $5,287-9.1% |
| Admin fee / account holder | $1,090 | $15,559-93.0% | $13,027-91.6% | $10,132-89.2% |