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 | $32,113 | $198,466-83.8% | $170,442-81.2% | $147,584-78.2% |
| Participation rate | 46.2% | 88.0%-41.8pp | 83.6%-37.4pp | 82.8%-36.7pp |
| Annual return | 15.97% | 257.29%-241.3pp | 205.93%-190.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $911 | $6,184-85.3% | $5,433-83.2% | $4,876-81.3% |
| Participant deferral / active EE | $3,220 | $5,629-42.8% | $4,939-34.8% | $5,439-40.8% |
| Admin fee / account holder | $526 | $16,852-96.9% | $13,880-96.2% | $10,885-95.2% |