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 | $9,361 | $72,404-87.1% | $110,238-91.5% | $64,186-85.4% |
| Participation rate | 44.0% | 73.3%-29.3pp | 79.8%-35.8pp | 69.6%-25.5pp |
| Annual return | 16.01% | -6.29%+22.3pp | 314.74%-298.7pp | 7.63%+8.4pp |
| Employer contribution / active EE | $172 | $2,282-92.5% | $3,826-95.5% | $2,381-92.8% |
| Participant deferral / active EE | $1,687 | $3,469-51.4% | $4,672-63.9% | $3,470-51.4% |
| Admin fee / account holder | $576 | $5,664-89.8% | $8,547-93.3% | $4,888-88.2% |