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 | $12,787 | $53,127-75.9% | $86,590-85.2% | $70,131-81.8% |
| Participation rate | 56.0% | 65.3%-9.3pp | 73.5%-17.5pp | 69.5%-13.5pp |
| Annual return | 15.13% | 27.66%-12.5pp | 964.84%-949.7pp | 73.14%-58.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,961 | $2,696+9.8% | $3,609-18.0% | $3,332-11.1% |
| Admin fee / account holder | $2,479 | $3,585-30.9% | $4,906-49.5% | $4,645-46.6% |