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 7-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 | $6,361 | $209,411-97.0% | $178,490-96.4% | $158,922-96.0% |
| Participation rate | 56.3% | 86.3%-30.1pp | 81.9%-25.7pp | 82.0%-25.7pp |
| Annual return | 36.59% | 188.75%-152.2pp | 151.07%-114.5pp | 302.83%-266.2pp |
| Employer contribution / active EE | $284 | $5,706-95.0% | $5,011-94.3% | $4,761-94.0% |
| Participant deferral / active EE | $4,858 | $5,954-18.4% | $5,202-6.6% | $5,982-18.8% |
| Admin fee / account holder | $4,886 | $17,074-71.4% | $13,984-65.1% | $11,246-56.6% |