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 9-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 | $12,711 | $165,335-92.3% | $149,696-91.5% | $158,922-92.0% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 13.99% | 348.15%-334.2pp | 276.60%-262.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $610 | $5,103-88.0% | $4,644-86.9% | $4,761-87.2% |
| Participant deferral / active EE | $2,346 | $7,181-67.3% | $6,842-65.7% | $5,982-60.8% |
| Admin fee / account holder | $1,207 | $10,807-88.8% | $9,309-87.0% | $11,246-89.3% |