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 | $7,810 | $171,865-95.5% | $149,718-94.8% | $147,584-94.7% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | 24.41% | 2113.22%-2088.8pp | 1501.63%-1477.2pp | 578.55%-554.1pp |
| Employer contribution / active EE | $970 | $6,275-84.6% | $5,445-82.2% | $4,876-80.1% |
| Participant deferral / active EE | $4,603 | $7,271-36.7% | $6,569-29.9% | $5,439-15.4% |
| Admin fee / account holder | $22,788 | $13,799+65.1% | $11,283+102.0% | $10,885+109.3% |