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 | $29,377 | $202,318-85.5% | $172,739-83.0% | $152,861-80.8% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.4%-13.2pp |
| Annual return | 19.96% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $667 | $5,856-88.6% | $5,143-87.0% | $4,762-86.0% |
| Participant deferral / active EE | $3,502 | $5,948-41.1% | $5,198-32.6% | $5,850-40.1% |
| Admin fee / account holder | $1,428 | $17,109-91.7% | $13,954-89.8% | $11,596-87.7% |