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 | $20,365 | $65,041-68.7% | $90,951-77.6% | $79,858-74.5% |
| Participation rate | 52.9% | 61.6%-8.7pp | 69.0%-16.1pp | 69.6%-16.7pp |
| Annual return | 23.89% | 30.45%-6.6pp | 134.60%-110.7pp | 31.71%-7.8pp |
| Employer contribution / active EE | $52 | $1,247-95.8% | $2,122-97.5% | $2,471-97.9% |
| Participant deferral / active EE | $1,968 | $2,512-21.7% | $3,373-41.7% | $3,740-47.4% |
| Admin fee / account holder | $1,347 | $4,536-70.3% | $5,959-77.4% | $5,306-74.6% |