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 9-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 | $27,086 | $198,466-86.4% | $170,442-84.1% | $147,584-81.6% |
| Participation rate | 35.7% | 88.0%-52.3pp | 83.6%-47.9pp | 82.8%-47.1pp |
| Annual return | 9.15% | 257.29%-248.1pp | 205.93%-196.8pp | 578.55%-569.4pp |
| Employer contribution / active EE | $1,005 | $6,184-83.8% | $5,433-81.5% | $4,876-79.4% |
| Participant deferral / active EE | $2,285 | $5,629-59.4% | $4,939-53.7% | $5,439-58.0% |
| Admin fee / account holder | $2,946 | $16,852-82.5% | $13,880-78.8% | $10,885-72.9% |