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 | $14,597 | $100,754-85.5% | $86,677-83.2% | $134,475-89.1% |
| Participation rate | 53.3% | 78.9%-25.6pp | 76.6%-23.2pp | 81.2%-27.9pp |
| Annual return | -7.93% | 29.04%-37.0pp | 35.91%-43.8pp | 417.96%-425.9pp |
| Employer contribution / active EE | $715 | $3,489-79.5% | $2,836-74.8% | $4,740-84.9% |
| Participant deferral / active EE | $2,819 | $5,338-47.2% | $4,656-39.4% | $6,400-55.9% |
| Admin fee / account holder | $46,149 | $10,926+322.4% | $7,493+515.9% | $11,426+303.9% |