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 | $24,872 | $181,894-86.3% | $156,549-84.1% | $273,961-90.9% |
| Participation rate | 30.8% | 88.4%-57.6pp | 84.0%-53.2pp | 83.0%-52.2pp |
| Annual return | 7.84% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $622 | $6,248-90.0% | $5,501-88.7% | $4,869-87.2% |
| Participant deferral / active EE | $2,731 | $5,550-50.8% | $4,871-43.9% | $5,287-48.3% |
| Admin fee / account holder | $2,175 | $15,559-86.0% | $13,027-83.3% | $10,132-78.5% |