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 | $5,344 | $198,466-97.3% | $170,442-96.9% | $147,584-96.4% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 10.32% | 257.29%-247.0pp | 205.93%-195.6pp | 578.55%-568.2pp |
| Employer contribution / active EE | $1,152 | $6,184-81.4% | $5,433-78.8% | $4,876-76.4% |
| Participant deferral / active EE | $3,116 | $5,629-44.7% | $4,939-36.9% | $5,439-42.7% |
| Admin fee / account holder | $8,291 | $16,852-50.8% | $13,880-40.3% | $10,885-23.8% |