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 | $19,260 | $89,355-78.4% | $141,162-86.4% | $72,985-73.6% |
| Participation rate | 65.0% | 75.1%-10.1pp | 82.5%-17.5pp | 69.5%-4.5pp |
| Annual return | 24.89% | 111.85%-87.0pp | 71.39%-46.5pp | 81.00%-56.1pp |
| Employer contribution / active EE | $301 | $3,114-90.3% | $4,735-93.6% | $2,440-87.7% |
| Participant deferral / active EE | $3,574 | $5,418-34.0% | $6,709-46.7% | $3,607-0.9% |
| Admin fee / account holder | $884 | $5,958-85.2% | $10,261-91.4% | $5,124-82.7% |