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 | $14,606 | $159,901-90.9% | $146,958-90.1% | $145,922-90.0% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 10.34% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $918 | $5,286-82.6% | $4,933-81.4% | $4,660-80.3% |
| Participant deferral / active EE | $8,928 | $8,428+5.9% | $8,070+10.6% | $6,688+33.5% |
| Admin fee / account holder | $62,451 | $15,044+315.1% | $12,998+380.5% | $13,397+366.2% |