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 | $30,160 | $171,865-82.5% | $149,718-79.9% | $147,584-79.6% |
| Participation rate | 55.6% | 88.2%-32.6pp | 87.1%-31.5pp | 82.8%-27.3pp |
| Annual return | 15.37% | 2113.22%-2097.8pp | 1501.63%-1486.3pp | 578.55%-563.2pp |
| Employer contribution / active EE | $582 | $6,275-90.7% | $5,445-89.3% | $4,876-88.1% |
| Participant deferral / active EE | $4,305 | $7,271-40.8% | $6,569-34.5% | $5,439-20.8% |
| Admin fee / account holder | $1,825 | $13,799-86.8% | $11,283-83.8% | $10,885-83.2% |