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.
Participant 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 | $12,892 | $63,346-79.6% | $92,233-86.0% | $70,131-81.6% |
| Participation rate | 47.4% | 68.7%-21.2pp | 76.5%-29.0pp | 69.5%-22.1pp |
| Annual return | 207.61% | 530.12%-322.5pp | 176.28%+31.3pp | 73.14%+134.5pp |
| Employer contribution / active EE | $7,183 | $2,471+190.7% | $3,679+95.2% | $2,342+206.6% |
| Participant deferral / active EE | $615 | $2,854-78.5% | $3,897-84.2% | $3,332-81.5% |
| Admin fee / account holder | $2,543 | $3,840-33.8% | $5,194-51.0% | $4,645-45.2% |