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 | $33,018 | $197,591-83.3% | $177,821-81.4% | $158,922-79.2% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 13.65% | 58.76%-45.1pp | 48.32%-34.7pp | 302.83%-289.2pp |
| Employer contribution / active EE | $943 | $6,697-85.9% | $5,918-84.1% | $4,761-80.2% |
| Participant deferral / active EE | $9,083 | $8,405+8.1% | $7,714+17.8% | $5,982+51.8% |
| Admin fee / account holder | $25,547 | $15,399+65.9% | $12,427+105.6% | $11,246+127.2% |