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 6-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 | $16,211 | $183,519-91.2% | $155,509-89.6% | $145,922-88.9% |
| Participation rate | 53.8% | 82.7%-28.8pp | 78.2%-24.3pp | 80.3%-26.4pp |
| Annual return | 9.05% | 61.17%-52.1pp | 64.67%-55.6pp | 561.29%-552.2pp |
| Employer contribution / active EE | $695 | $5,313-86.9% | $4,672-85.1% | $4,660-85.1% |
| Participant deferral / active EE | $2,210 | $6,462-65.8% | $5,626-60.7% | $6,688-66.9% |
| Admin fee / account holder | $22,507 | $19,313+16.5% | $15,912+41.4% | $13,397+68.0% |