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 | $27,682 | $180,449-84.7% | $154,107-82.0% | $135,375-79.6% |
| Participation rate | 56.3% | 87.4%-31.2pp | 83.0%-26.8pp | 82.6%-26.4pp |
| Annual return | -7.59% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,116 | $6,035-81.5% | $5,298-78.9% | $4,779-76.6% |
| Participant deferral / active EE | $2,993 | $5,806-48.4% | $5,081-41.1% | $5,609-46.6% |
| Admin fee / account holder | $2,893 | $16,143-82.1% | $13,411-78.4% | $10,827-73.3% |