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 | $8,145 | $51,604-84.2% | $129,295-93.7% | $80,874-89.9% |
| Participation rate | 59.3% | 57.0%+2.3pp | 69.6%-10.4pp | 67.6%-8.4pp |
| Annual return | 11.63% | 20.76%-9.1pp | 9429.28%-9417.6pp | 35.62%-24.0pp |
| Employer contribution / active EE | $8 | $1,585-99.5% | $4,157-99.8% | $2,756-99.7% |
| Participant deferral / active EE | $2,802 | $2,670+4.9% | $4,169-32.8% | $4,297-34.8% |
| Admin fee / account holder | $895 | $4,310-79.2% | $7,665-88.3% | $6,935-87.1% |