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 | $21,635 | $112,096-80.7% | $95,952-77.5% | $158,922-86.4% |
| Participation rate | 56.5% | 79.0%-22.5pp | 77.1%-20.6pp | 82.0%-25.4pp |
| Annual return | 26.43% | 171.09%-144.7pp | 91.61%-65.2pp | 302.83%-276.4pp |
| Employer contribution / active EE | $446 | $3,198-86.1% | $2,541-82.5% | $4,761-90.6% |
| Participant deferral / active EE | $1,570 | $4,784-67.2% | $4,167-62.3% | $5,982-73.8% |
| Admin fee / account holder | $329 | $10,130-96.8% | $6,795-95.2% | $11,246-97.1% |