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 | $30,307 | $171,865-82.4% | $149,718-79.8% | $147,584-79.5% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 30.10% | 2113.22%-2083.1pp | 1501.63%-1471.5pp | 578.55%-548.4pp |
| Employer contribution / active EE | $746 | $6,275-88.1% | $5,445-86.3% | $4,876-84.7% |
| Participant deferral / active EE | $6,192 | $7,271-14.8% | $6,569-5.7% | $5,439+13.8% |
| Admin fee / account holder | $1,358 | $13,799-90.2% | $11,283-88.0% | $10,885-87.5% |