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 | $23,916 | $198,466-87.9% | $170,442-86.0% | $147,584-83.8% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 16.07% | 257.29%-241.2pp | 205.93%-189.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $110 | $6,184-98.2% | $5,433-98.0% | $4,876-97.8% |
| Participant deferral / active EE | $3,708 | $5,629-34.1% | $4,939-24.9% | $5,439-31.8% |
| Admin fee / account holder | $2,201 | $16,852-86.9% | $13,880-84.1% | $10,885-79.8% |