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 8-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 | $13,420 | $107,334-87.5% | $92,893-85.6% | $152,861-91.2% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.4%-49.1pp |
| Annual return | 41.17% | 145.58%-104.4pp | 109.41%-68.2pp | 345.32%-304.1pp |
| Employer contribution / active EE | $607 | $4,221-85.6% | $3,653-83.4% | $4,762-87.2% |
| Participant deferral / active EE | $2,974 | $4,845-38.6% | $4,236-29.8% | $5,850-49.2% |
| Admin fee / account holder | $499 | $7,079-93.0% | $5,794-91.4% | $11,596-95.7% |