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 | $15,774 | $150,440-89.5% | $136,294-88.4% | $147,584-89.3% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 14.74% | 1049.08%-1034.3pp | 5155.94%-5141.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $475 | $5,256-91.0% | $4,695-89.9% | $4,876-90.3% |
| Participant deferral / active EE | $2,253 | $6,630-66.0% | $6,247-63.9% | $5,439-58.6% |
| Admin fee / account holder | $1,797 | $10,905-83.5% | $9,243-80.6% | $10,885-83.5% |