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 | $11,592 | $73,515-84.2% | $62,995-81.6% | $147,584-92.1% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.8%-54.8pp | 82.8%-62.8pp |
| Annual return | 26.65% | 175.43%-148.8pp | 87.57%-60.9pp | 578.55%-551.9pp |
| Employer contribution / active EE | $277 | $3,320-91.6% | $2,759-89.9% | $4,876-94.3% |
| Participant deferral / active EE | $1,178 | $4,185-71.9% | $3,329-64.6% | $5,439-78.3% |
| Admin fee / account holder | $2,993 | $5,953-49.7% | $3,600-16.9% | $10,885-72.5% |