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 | $23,080 | $181,894-87.3% | $156,549-85.3% | $273,961-91.6% |
| Participation rate | 63.2% | 88.4%-25.2pp | 84.0%-20.9pp | 83.0%-19.9pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $508 | $6,248-91.9% | $5,501-90.8% | $4,869-89.6% |
| Participant deferral / active EE | $2,033 | $5,550-63.4% | $4,871-58.3% | $5,287-61.5% |
| Admin fee / account holder | $1,379 | $15,559-91.1% | $13,027-89.4% | $10,132-86.4% |