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 | $24,953 | $86,929-71.3% | $102,423-75.6% | $80,856-69.1% |
| Participation rate | 38.7% | 72.4%-33.7pp | 76.5%-37.8pp | 67.6%-28.9pp |
| Annual return | 12.49% | 18.88%-6.4pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,940 | $4,118-52.9% | $5,053-61.6% | $4,296-54.8% |
| Admin fee / account holder | $2,083 | $8,049-74.1% | $9,451-78.0% | $6,918-69.9% |