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 | $24,446 | $100,041-75.6% | $149,718-83.7% | $70,131-65.1% |
| Participation rate | 52.5% | 83.6%-31.1pp | 87.1%-34.6pp | 69.5%-17.0pp |
| Annual return | 24.85% | 27.43%-2.6pp | 1501.63%-1476.8pp | 73.14%-48.3pp |
| Employer contribution / active EE | $986 | $3,662-73.1% | $5,445-81.9% | $2,342-57.9% |
| Participant deferral / active EE | $3,739 | $4,983-25.0% | $6,569-43.1% | $3,332+12.2% |
| Admin fee / account holder | $617 | $8,286-92.6% | $11,283-94.5% | $4,645-86.7% |