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 8-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 | $12,381 | $228,332-94.6% | $185,823-93.3% | $158,922-92.2% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 22.36% | 40.80%-18.4pp | 35.95%-13.6pp | 302.83%-280.5pp |
| Employer contribution / active EE | $276 | $4,967-94.4% | $4,087-93.2% | $4,761-94.2% |
| Participant deferral / active EE | $1,533 | $6,415-76.1% | $5,632-72.8% | $5,982-74.4% |
| Admin fee / account holder | $1,944 | $11,864-83.6% | $9,500-79.5% | $11,246-82.7% |