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 7-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 | $6,135 | $165,335-96.3% | $149,696-95.9% | $158,922-96.1% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 35.73% | 348.15%-312.4pp | 276.60%-240.9pp | 302.83%-267.1pp |
| Employer contribution / active EE | $544 | $5,103-89.3% | $4,644-88.3% | $4,761-88.6% |
| Participant deferral / active EE | $2,787 | $7,181-61.2% | $6,842-59.3% | $5,982-53.4% |
| Admin fee / account holder | $1,958 | $10,807-81.9% | $9,309-79.0% | $11,246-82.6% |