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 | $12,463 | $48,076-74.1% | $78,689-84.2% | $62,891-80.2% |
| Participation rate | 37.1% | 65.2%-28.1pp | 73.6%-36.4pp | 69.3%-32.2pp |
| Annual return | 10.69% | 31.35%-20.7pp | 62.18%-51.5pp | 20.14%-9.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,146 | $2,588+21.6% | $3,517-10.6% | $3,203-1.8% |
| Admin fee / account holder | $549 | $3,207-82.9% | $4,510-87.8% | $4,296-87.2% |