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 | $8,963 | $99,341-91.0% | $84,750-89.4% | $273,961-96.7% |
| Participation rate | 53.3% | 80.7%-27.4pp | 76.6%-23.3pp | 83.0%-29.7pp |
| Annual return | 3.43% | 22.93%-19.5pp | 22.78%-19.4pp | 41.45%-38.0pp |
| Employer contribution / active EE | $523 | $4,214-87.6% | $3,574-85.4% | $4,869-89.3% |
| Participant deferral / active EE | $1,898 | $4,269-55.5% | $3,712-48.9% | $5,287-64.1% |
| Admin fee / account holder | $7,595 | $6,644+14.3% | $5,332+42.4% | $10,132-25.0% |