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 | $26,064 | $209,832-87.6% | $189,513-86.2% | $167,490-84.4% |
| Participation rate | 62.5% | 88.7%-26.2pp | 87.8%-25.3pp | 82.1%-19.6pp |
| Annual return | 11.89% | 748.27%-736.4pp | 555.15%-543.3pp | 478.56%-466.7pp |
| Employer contribution / active EE | $679 | $6,914-90.2% | $6,162-89.0% | $4,837-86.0% |
| Participant deferral / active EE | $4,503 | $8,935-49.6% | $8,221-45.2% | $6,341-29.0% |
| Admin fee / account holder | $8,479 | $14,293-40.7% | $12,045-29.6% | $12,309-31.1% |