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 6-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 | $23,453 | $217,402-89.2% | $185,823-87.4% | $167,490-86.0% |
| Participation rate | 22.2% | 86.0%-63.8pp | 81.7%-59.5pp | 82.1%-59.9pp |
| Annual return | 15.73% | 148.36%-132.6pp | 122.05%-106.3pp | 478.56%-462.8pp |
| Employer contribution / active EE | $624 | $5,873-89.4% | $5,167-87.9% | $4,837-87.1% |
| Participant deferral / active EE | $3,199 | $6,356-49.7% | $5,568-42.5% | $6,341-49.6% |
| Admin fee / account holder | $1,308 | $19,811-93.4% | $16,237-91.9% | $12,309-89.4% |