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 | $12,887 | $96,965-86.7% | $97,995-86.8% | $147,584-91.3% |
| Participation rate | 47.1% | 83.6%-36.6pp | 82.4%-35.3pp | 82.8%-35.8pp |
| Annual return | 14.20% | 24.11%-9.9pp | 23.94%-9.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $950 | $4,536-79.1% | $4,158-77.2% | $4,876-80.5% |
| Participant deferral / active EE | $1,963 | $5,081-61.4% | $5,097-61.5% | $5,439-63.9% |
| Admin fee / account holder | $1,589 | $8,120-80.4% | $5,943-73.3% | $10,885-85.4% |