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 | $32,284 | $95,803-66.3% | $113,168-71.5% | $84,808-61.9% |
| Participation rate | 67.3% | 72.9%-5.6pp | 76.6%-9.3pp | 68.3%-1.0pp |
| Annual return | 15.87% | 25.00%-9.1pp | 24.27%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $588 | $2,360-75.1% | $2,975-80.2% | $2,631-77.6% |
| Participant deferral / active EE | $2,019 | $4,242-52.4% | $5,107-60.5% | $4,212-52.1% |
| Admin fee / account holder | $1,352 | $8,989-85.0% | $12,068-88.8% | $7,344-81.6% |