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 | $11,971 | $48,076-75.1% | $78,689-84.8% | $62,891-81.0% |
| Participation rate | 10.9% | 65.2%-54.3pp | 73.6%-62.7pp | 69.3%-58.4pp |
| Annual return | 20.94% | 31.35%-10.4pp | 62.18%-41.2pp | 20.14%+0.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $829 | $2,588-68.0% | $3,517-76.4% | $3,203-74.1% |
| Admin fee / account holder | $728 | $3,207-77.3% | $4,510-83.9% | $4,296-83.0% |