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 | $20,301 | $99,652-79.6% | $78,778-74.2% | $147,584-86.2% |
| Participation rate | 69.6% | 76.2%-6.7pp | 69.2%+0.4pp | 82.8%-13.3pp |
| Annual return | 23.68% | 47.28%-23.6pp | 35.62%-11.9pp | 578.55%-554.9pp |
| Employer contribution / active EE | $274 | $2,796-90.2% | $1,986-86.2% | $4,876-94.4% |
| Participant deferral / active EE | $944 | $3,664-74.2% | $2,958-68.1% | $5,439-82.6% |
| Admin fee / account holder | $1,257 | $7,155-82.4% | $5,134-75.5% | $10,885-88.5% |