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 | $4,854 | $65,685-92.6% | $57,179-91.5% | $273,961-98.2% |
| Participation rate | 37.5% | 78.3%-40.8pp | 75.3%-37.8pp | 83.0%-45.5pp |
| Annual return | 8.84% | 21.99%-13.1pp | 14.59%-5.7pp | 41.45%-32.6pp |
| Employer contribution / active EE | $238 | $3,279-92.7% | $2,682-91.1% | $4,869-95.1% |
| Participant deferral / active EE | $1,305 | $3,782-65.5% | $3,096-57.9% | $5,287-75.3% |
| Admin fee / account holder | $305 | $4,835-93.7% | $3,139-90.3% | $10,132-97.0% |