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 | $84,853 | $270,399-68.6% | $209,409-59.5% | $357,791-76.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 80.4%-30.4pp | 85.6%-35.6pp |
| Annual return | 8.23% | 194.89%-186.7pp | 159.49%-151.3pp | 396.79%-388.6pp |
| Employer contribution / active EE | $1,422 | $6,982-79.6% | $5,035-71.7% | $7,508-81.1% |
| Participant deferral / active EE | $7,072 | $4,606+53.6% | $4,230+67.2% | $5,521+28.1% |
| Admin fee / account holder | $11,429 | $18,969-39.7% | $16,474-30.6% | $28,387-59.7% |