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 | $6,782 | $98,240-93.1% | $82,313-91.8% | $147,584-95.4% |
| Participation rate | 69.2% | 79.7%-10.5pp | 76.9%-7.7pp | 82.8%-13.6pp |
| Annual return | 106.77% | 30.85%+75.9pp | 25.88%+80.9pp | 578.55%-471.8pp |
| Employer contribution / active EE | $328 | $3,192-89.7% | $2,428-86.5% | $4,876-93.3% |
| Participant deferral / active EE | $3,840 | $4,383-12.4% | $3,706+3.6% | $5,439-29.4% |
| Admin fee / account holder | $3,324 | $8,563-61.2% | $5,608-40.7% | $10,885-69.5% |