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 | $18,280 | $54,701-66.6% | $86,188-78.8% | $71,457-74.4% |
| Participation rate | 24.1% | 60.1%-36.0pp | 69.0%-44.9pp | 67.9%-43.8pp |
| Annual return | 17.56% | 20.06%-2.5pp | 1168.45%-1150.9pp | 28.85%-11.3pp |
| Employer contribution / active EE | $33 | $1,265-97.4% | $2,380-98.6% | $2,588-98.7% |
| Participant deferral / active EE | $1,539 | $3,108-50.5% | $3,985-61.4% | $4,289-64.1% |
| Admin fee / account holder | $2,808 | $1,922+46.1% | $6,852-59.0% | $1,587+76.9% |