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 | $19,879 | $165,335-88.0% | $149,696-86.7% | $158,922-87.5% |
| Participation rate | 15.4% | 84.6%-69.2pp | 82.5%-67.1pp | 82.0%-66.6pp |
| Annual return | 21.89% | 348.15%-326.3pp | 276.60%-254.7pp | 302.83%-280.9pp |
| Employer contribution / active EE | $888 | $5,103-82.6% | $4,644-80.9% | $4,761-81.3% |
| Participant deferral / active EE | $2,758 | $7,181-61.6% | $6,842-59.7% | $5,982-53.9% |
| Admin fee / account holder | $690 | $10,807-93.6% | $9,309-92.6% | $11,246-93.9% |