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 | $16,730 | $65,041-74.3% | $90,951-81.6% | $79,858-79.1% |
| Participation rate | 31.2% | 61.6%-30.4pp | 69.0%-37.8pp | 69.6%-38.5pp |
| Annual return | 14.00% | 30.45%-16.4pp | 134.60%-120.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $163 | $1,247-86.9% | $2,122-92.3% | $2,471-93.4% |
| Participant deferral / active EE | $1,173 | $2,512-53.3% | $3,373-65.2% | $3,740-68.6% |
| Admin fee / account holder | $818 | $4,536-82.0% | $5,959-86.3% | $5,306-84.6% |