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 | $30,293 | $198,466-84.7% | $170,442-82.2% | $147,584-79.5% |
| Participation rate | 61.9% | 88.0%-26.1pp | 83.6%-21.7pp | 82.8%-20.9pp |
| Annual return | 13.91% | 257.29%-243.4pp | 205.93%-192.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $709 | $6,184-88.5% | $5,433-87.0% | $4,876-85.5% |
| Participant deferral / active EE | $2,912 | $5,629-48.3% | $4,939-41.0% | $5,439-46.5% |
| Admin fee / account holder | $2,317 | $16,852-86.3% | $13,880-83.3% | $10,885-78.7% |