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 | $30,004 | $183,963-83.7% | $162,163-81.5% | $152,861-80.4% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.6%-32.0pp | 82.4%-26.9pp |
| Annual return | 24.86% | 150.76%-125.9pp | 115.59%-90.7pp | 345.32%-320.5pp |
| Employer contribution / active EE | $891 | $6,371-86.0% | $5,614-84.1% | $4,762-81.3% |
| Participant deferral / active EE | $3,704 | $8,034-53.9% | $7,298-49.3% | $5,850-36.7% |
| Admin fee / account holder | $3,187 | $13,121-75.7% | $10,843-70.6% | $11,596-72.5% |