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 7-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 | $14,807 | $149,734-90.1% | $118,925-87.5% | $158,922-90.7% |
| Participation rate | 36.4% | 82.1%-45.7pp | 75.4%-39.0pp | 82.0%-45.6pp |
| Annual return | 24.42% | 19.95%+4.5pp | 35.88%-11.5pp | 302.83%-278.4pp |
| Employer contribution / active EE | $665 | $4,115-83.8% | $3,263-79.6% | $4,761-86.0% |
| Participant deferral / active EE | $1,721 | $5,223-67.1% | $4,265-59.7% | $5,982-71.2% |
| Admin fee / account holder | $1,367 | $8,603-84.1% | $6,581-79.2% | $11,246-87.8% |