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 | $9,371 | $104,251-91.0% | $91,001-89.7% | $147,584-93.7% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 13.83% | 27.06%-13.2pp | 4.60%+9.2pp | 578.55%-564.7pp |
| Employer contribution / active EE | $367 | $3,116-88.2% | $2,456-85.0% | $4,876-92.5% |
| Participant deferral / active EE | $1,461 | $4,195-65.2% | $3,547-58.8% | $5,439-73.1% |
| Admin fee / account holder | $2,586 | $8,948-71.1% | $5,417-52.3% | $10,885-76.2% |