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 5-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 | $11,638 | $165,335-93.0% | $149,696-92.2% | $158,922-92.7% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 25.35% | 348.15%-322.8pp | 276.60%-251.2pp | 302.83%-277.5pp |
| Employer contribution / active EE | $812 | $5,103-84.1% | $4,644-82.5% | $4,761-83.0% |
| Participant deferral / active EE | $2,502 | $7,181-65.2% | $6,842-63.4% | $5,982-58.2% |
| Admin fee / account holder | $374 | $10,807-96.5% | $9,309-96.0% | $11,246-96.7% |