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 | $25,288 | $198,466-87.3% | $170,442-85.2% | $147,584-82.9% |
| Participation rate | 63.2% | 88.0%-24.8pp | 83.6%-20.4pp | 82.8%-19.7pp |
| Annual return | 15.76% | 257.29%-241.5pp | 205.93%-190.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $997 | $6,184-83.9% | $5,433-81.6% | $4,876-79.6% |
| Participant deferral / active EE | $2,650 | $5,629-52.9% | $4,939-46.3% | $5,439-51.3% |
| Admin fee / account holder | $2,294 | $16,852-86.4% | $13,880-83.5% | $10,885-78.9% |