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 | $29,445 | $86,286-65.9% | $111,297-73.5% | $85,850-65.7% |
| Participation rate | 32.1% | 73.3%-41.2pp | 77.3%-45.2pp | 69.3%-37.2pp |
| Annual return | 15.43% | 19.99%-4.6pp | 54.65%-39.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $344 | $2,043-83.2% | $2,731-87.4% | $2,565-86.6% |
| Participant deferral / active EE | $2,949 | $3,641-19.0% | $4,487-34.3% | $3,952-25.4% |
| Admin fee / account holder | $1,322 | $8,188-83.9% | $7,964-83.4% | $6,260-78.9% |