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 | $12,732 | $72,492-82.4% | $87,100-85.4% | $72,985-82.6% |
| Participation rate | 48.2% | 72.8%-24.6pp | 76.9%-28.6pp | 69.5%-21.3pp |
| Annual return | 30.89% | 24.46%+6.4pp | 28.19%+2.7pp | 81.00%-50.1pp |
| Employer contribution / active EE | $426 | $1,894-77.5% | $2,521-83.1% | $2,440-82.5% |
| Participant deferral / active EE | $1,745 | $3,270-46.6% | $4,049-56.9% | $3,607-51.6% |
| Admin fee / account holder | $1,780 | $5,055-64.8% | $7,497-76.3% | $5,124-65.3% |