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 | $10,318 | $46,869-78.0% | $122,332-91.6% | $70,131-85.3% |
| Participation rate | 63.5% | 58.2%+5.3pp | 71.6%-8.2pp | 69.5%-6.1pp |
| Annual return | 18.15% | 24.22%-6.1pp | 30.27%-12.1pp | 73.14%-55.0pp |
| Employer contribution / active EE | $177 | $1,288-86.2% | $4,050-95.6% | $2,342-92.4% |
| Participant deferral / active EE | $1,367 | $2,166-36.9% | $3,287-58.4% | $3,332-59.0% |
| Admin fee / account holder | $841 | $3,322-74.7% | $5,478-84.6% | $4,645-81.9% |