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 | $14,181 | $150,440-90.6% | $136,294-89.6% | $147,584-90.4% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 12.26% | 1049.08%-1036.8pp | 5155.94%-5143.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $350 | $5,256-93.3% | $4,695-92.5% | $4,876-92.8% |
| Participant deferral / active EE | $3,144 | $6,630-52.6% | $6,247-49.7% | $5,439-42.2% |
| Admin fee / account holder | $12,636 | $10,905+15.9% | $9,243+36.7% | $10,885+16.1% |