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 | $9,420 | $211,958-95.6% | $169,463-94.4% | $135,375-93.0% |
| Participation rate | 40.9% | 82.6%-41.7pp | 77.8%-36.9pp | 82.6%-41.7pp |
| Annual return | 14.22% | 3.26%+11.0pp | 1.83%+12.4pp | 519.73%-505.5pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,120 | $6,075-81.6% | $5,277-78.8% | $5,609-80.0% |
| Admin fee / account holder | $2,576 | $11,471-77.5% | $9,109-71.7% | $10,827-76.2% |