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 | $25,603 | $79,944-68.0% | $98,439-74.0% | $75,163-65.9% |
| Participation rate | 0.0% | 70.4%-70.4pp | 75.2%-75.2pp | 67.2%-67.2pp |
| Annual return | 16.38% | 19.75%-3.4pp | 21.16%-4.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $365 | $2,264-83.9% | $3,048-88.0% | $2,670-86.3% |
| Participant deferral / active EE | $1,921 | $3,752-48.8% | $4,738-59.4% | $4,125-53.4% |
| Admin fee / account holder | $594 | $6,840-91.3% | $8,948-93.4% | $5,651-89.5% |