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 | $10,801 | $171,865-93.7% | $149,718-92.8% | $147,584-92.7% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 43.25% | 2113.22%-2070.0pp | 1501.63%-1458.4pp | 578.55%-535.3pp |
| Employer contribution / active EE | $1,200 | $6,275-80.9% | $5,445-78.0% | $4,876-75.4% |
| Participant deferral / active EE | $4,140 | $7,271-43.1% | $6,569-37.0% | $5,439-23.9% |
| Admin fee / account holder | $857 | $13,799-93.8% | $11,283-92.4% | $10,885-92.1% |