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 | $29,769 | $198,466-85.0% | $170,442-82.5% | $147,584-79.8% |
| Participation rate | 68.4% | 88.0%-19.5pp | 83.6%-15.2pp | 82.8%-14.4pp |
| Annual return | 20.07% | 257.29%-237.2pp | 205.93%-185.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,265 | $6,184-79.5% | $5,433-76.7% | $4,876-74.1% |
| Participant deferral / active EE | $2,962 | $5,629-47.4% | $4,939-40.0% | $5,439-45.5% |
| Admin fee / account holder | $376 | $16,852-97.8% | $13,880-97.3% | $10,885-96.5% |