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 | $6,975 | $48,076-85.5% | $78,689-91.1% | $62,891-88.9% |
| Participation rate | 26.9% | 65.2%-38.3pp | 73.6%-46.7pp | 69.3%-42.4pp |
| Annual return | 11.78% | 31.35%-19.6pp | 62.18%-50.4pp | 20.14%-8.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,240 | $2,588-52.1% | $3,517-64.7% | $3,203-61.3% |
| Admin fee / account holder | $471 | $3,207-85.3% | $4,510-89.6% | $4,296-89.0% |