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 | $39,231 | $123,793-68.3% | $177,821-77.9% | $79,858-50.9% |
| Participation rate | 40.0% | 84.7%-44.7pp | 87.7%-47.7pp | 69.6%-29.6pp |
| Annual return | 14.88% | 22.82%-7.9pp | 48.32%-33.4pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,149 | $4,095-72.0% | $5,918-80.6% | $2,471-53.5% |
| Participant deferral / active EE | $3,792 | $5,956-36.3% | $7,714-50.8% | $3,740+1.4% |
| Admin fee / account holder | $355 | $7,243-95.1% | $12,427-97.1% | $5,306-93.3% |