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 | $8,121 | $54,541-85.1% | $78,778-89.7% | $70,131-88.4% |
| Participation rate | 58.3% | 60.8%-2.5pp | 69.2%-10.9pp | 69.5%-11.2pp |
| Annual return | 12.43% | 21.07%-8.6pp | 35.62%-23.2pp | 73.14%-60.7pp |
| Employer contribution / active EE | $36 | $1,089-96.7% | $1,986-98.2% | $2,342-98.5% |
| Participant deferral / active EE | $1,038 | $2,210-53.1% | $2,958-64.9% | $3,332-68.9% |
| Admin fee / account holder | $4,424 | $3,709+19.3% | $5,134-13.8% | $4,645-4.8% |