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 9-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 | $10,452 | $202,318-94.8% | $172,739-93.9% | $152,861-93.2% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.4%-19.9pp |
| Annual return | 28.78% | 1029.65%-1000.9pp | 802.84%-774.1pp | 345.32%-316.5pp |
| Employer contribution / active EE | $542 | $5,856-90.7% | $5,143-89.5% | $4,762-88.6% |
| Participant deferral / active EE | $2,129 | $5,948-64.2% | $5,198-59.0% | $5,850-63.6% |
| Admin fee / account holder | $931 | $17,109-94.6% | $13,954-93.3% | $11,596-92.0% |