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 | $7,547 | $209,411-96.4% | $178,490-95.8% | $158,922-95.3% |
| Participation rate | 27.3% | 86.3%-59.1pp | 81.9%-54.7pp | 82.0%-54.7pp |
| Annual return | 11.99% | 188.75%-176.8pp | 151.07%-139.1pp | 302.83%-290.8pp |
| Employer contribution / active EE | $444 | $5,706-92.2% | $5,011-91.1% | $4,761-90.7% |
| Participant deferral / active EE | $2,219 | $5,954-62.7% | $5,202-57.3% | $5,982-62.9% |
| Admin fee / account holder | $12,992 | $17,074-23.9% | $13,984-7.1% | $11,246+15.5% |