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 | $95,453-66.2% | $112,040-71.2% | $82,448-60.8% |
| Participation rate | 67.3% | 72.8%-5.5pp | 76.5%-9.2pp | 68.1%-0.8pp |
| Annual return | 15.87% | 23.92%-8.0pp | 24.52%-8.6pp | 41.64%-25.8pp |
| Employer contribution / active EE | $588 | $2,318-74.6% | $2,954-80.1% | $2,551-76.9% |
| Participant deferral / active EE | $2,019 | $4,224-52.2% | $5,098-60.4% | $4,139-51.2% |
| Admin fee / account holder | $1,352 | $9,013-85.0% | $12,098-88.8% | $7,234-81.3% |