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 | $23,165 | $198,466-88.3% | $170,442-86.4% | $147,584-84.3% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 19.73% | 257.29%-237.6pp | 205.93%-186.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $826 | $6,184-86.6% | $5,433-84.8% | $4,876-83.1% |
| Participant deferral / active EE | $3,015 | $5,629-46.5% | $4,939-39.0% | $5,439-44.6% |
| Admin fee / account holder | $2,377 | $16,852-85.9% | $13,880-82.9% | $10,885-78.2% |