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 | $9,057 | $105,998-91.5% | $92,233-90.2% | $147,584-93.9% |
| Participation rate | 47.6% | 80.4%-32.8pp | 76.5%-28.9pp | 82.8%-35.2pp |
| Annual return | 18.49% | 50.05%-31.6pp | 176.28%-157.8pp | 578.55%-560.1pp |
| Employer contribution / active EE | $513 | $4,333-88.2% | $3,679-86.1% | $4,876-89.5% |
| Participant deferral / active EE | $1,284 | $4,478-71.3% | $3,897-67.1% | $5,439-76.4% |
| Admin fee / account holder | $385 | $6,332-93.9% | $5,194-92.6% | $10,885-96.5% |