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 | $15,537 | $99,079-84.3% | $77,999-80.1% | $273,961-94.3% |
| Participation rate | 68.8% | 78.6%-9.8pp | 75.5%-6.8pp | 83.0%-14.3pp |
| Annual return | 7.56% | 217.93%-210.4pp | 425.96%-418.4pp | 41.45%-33.9pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,514 | $4,306-18.4% | $3,497+0.5% | $5,287-33.5% |
| Admin fee / account holder | $739 | $8,954-91.7% | $5,480-86.5% | $10,132-92.7% |