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 | $17,321 | $100,041-82.7% | $149,718-88.4% | $70,131-75.3% |
| Participation rate | 61.5% | 83.6%-22.1pp | 87.1%-25.5pp | 69.5%-8.0pp |
| Annual return | 16.00% | 27.43%-11.4pp | 1501.63%-1485.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,846 | $4,983-42.9% | $6,569-56.7% | $3,332-14.6% |
| Admin fee / account holder | $4,475 | $8,286-46.0% | $11,283-60.3% | $4,645-3.7% |