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 9-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 | $24,470 | $198,466-87.7% | $170,442-85.6% | $147,584-83.4% |
| Participation rate | 55.6% | 88.0%-32.4pp | 83.6%-28.0pp | 82.8%-27.3pp |
| Annual return | 10.29% | 257.29%-247.0pp | 205.93%-195.6pp | 578.55%-568.3pp |
| Employer contribution / active EE | $367 | $6,184-94.1% | $5,433-93.3% | $4,876-92.5% |
| Participant deferral / active EE | $2,576 | $5,629-54.2% | $4,939-47.8% | $5,439-52.6% |
| Admin fee / account holder | $1,692 | $16,852-90.0% | $13,880-87.8% | $10,885-84.5% |