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 | $4,854 | $198,466-97.6% | $170,442-97.2% | $147,584-96.7% |
| Participation rate | 42.1% | 88.0%-45.9pp | 83.6%-41.5pp | 82.8%-40.7pp |
| Annual return | 12.03% | 257.29%-245.3pp | 205.93%-193.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,226 | $5,629-42.7% | $4,939-34.7% | $5,439-40.7% |
| Admin fee / account holder | $7,053 | $16,852-58.1% | $13,880-49.2% | $10,885-35.2% |