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 | $8,526 | $77,419-89.0% | $69,455-87.7% | $152,861-94.4% |
| Participation rate | 58.3% | 78.1%-19.8pp | 74.6%-16.3pp | 82.4%-24.1pp |
| Annual return | 19.00% | 39.06%-20.1pp | 28.97%-10.0pp | 345.32%-326.3pp |
| Employer contribution / active EE | $390 | $3,315-88.2% | $2,779-86.0% | $4,762-91.8% |
| Participant deferral / active EE | $2,721 | $4,414-38.4% | $3,535-23.1% | $5,850-53.5% |
| Admin fee / account holder | $4,479 | $6,207-27.8% | $3,839+16.7% | $11,596-61.4% |