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 9-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 | $10,234 | $118,680-91.4% | $98,907-89.7% | $158,922-93.6% |
| Participation rate | 47.6% | 77.8%-30.2pp | 76.0%-28.4pp | 82.0%-34.3pp |
| Annual return | 36.03% | 372.35%-336.3pp | 196.43%-160.4pp | 302.83%-266.8pp |
| Employer contribution / active EE | $460 | $3,333-86.2% | $2,689-82.9% | $4,761-90.3% |
| Participant deferral / active EE | $1,590 | $5,088-68.7% | $4,244-62.5% | $5,982-73.4% |
| Admin fee / account holder | $860 | $10,131-91.5% | $6,642-87.0% | $11,246-92.3% |