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 | $7,265 | $87,841-91.7% | $133,980-94.6% | $62,891-88.4% |
| Participation rate | 55.9% | 83.4%-27.4pp | 87.1%-31.1pp | 69.3%-13.4pp |
| Annual return | 0.00% | 12.05%-12.1pp | 29.30%-29.3pp | 20.14%-20.1pp |
| Employer contribution / active EE | $899 | $3,483-74.2% | $5,211-82.8% | $2,281-60.6% |
| Participant deferral / active EE | $3,192 | $4,812-33.7% | $6,282-49.2% | $3,203-0.4% |
| Admin fee / account holder | $352 | $5,371-93.4% | $9,324-96.2% | $4,296-91.8% |