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 | $18,739 | $198,466-90.6% | $170,442-89.0% | $147,584-87.3% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 24.01% | 257.29%-233.3pp | 205.93%-181.9pp | 578.55%-554.5pp |
| Employer contribution / active EE | $268 | $6,184-95.7% | $5,433-95.1% | $4,876-94.5% |
| Participant deferral / active EE | $2,338 | $5,629-58.5% | $4,939-52.7% | $5,439-57.0% |
| Admin fee / account holder | $414 | $16,852-97.5% | $13,880-97.0% | $10,885-96.2% |