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 | $9,085 | $99,341-90.9% | $84,750-89.3% | $273,961-96.7% |
| Participation rate | 38.1% | 80.7%-42.6pp | 76.6%-38.5pp | 83.0%-44.9pp |
| Annual return | 9.47% | 22.93%-13.5pp | 22.78%-13.3pp | 41.45%-32.0pp |
| Employer contribution / active EE | $483 | $4,214-88.5% | $3,574-86.5% | $4,869-90.1% |
| Participant deferral / active EE | $1,238 | $4,269-71.0% | $3,712-66.7% | $5,287-76.6% |
| Admin fee / account holder | $333 | $6,644-95.0% | $5,332-93.8% | $10,132-96.7% |