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 | $28,392 | $209,411-86.4% | $178,490-84.1% | $158,922-82.1% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 43.73% | 188.75%-145.0pp | 151.07%-107.3pp | 302.83%-259.1pp |
| Employer contribution / active EE | $761 | $5,706-86.7% | $5,011-84.8% | $4,761-84.0% |
| Participant deferral / active EE | $6,577 | $5,954+10.5% | $5,202+26.4% | $5,982+9.9% |
| Admin fee / account holder | $586 | $17,074-96.6% | $13,984-95.8% | $11,246-94.8% |