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 | $7,837 | $104,907-92.5% | $84,611-90.7% | $152,861-94.9% |
| Participation rate | 52.9% | 74.8%-21.9pp | 68.2%-15.3pp | 82.4%-29.5pp |
| Annual return | 15.17% | 373.79%-358.6pp | 258.74%-243.6pp | 345.32%-330.1pp |
| Employer contribution / active EE | $232 | $3,302-93.0% | $2,652-91.2% | $4,762-95.1% |
| Participant deferral / active EE | $1,457 | $4,688-68.9% | $3,899-62.6% | $5,850-75.1% |
| Admin fee / account holder | $4,119 | $6,241-34.0% | $4,912-16.1% | $11,596-64.5% |