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 | $8,290 | $46,869-82.3% | $122,332-93.2% | $70,131-88.2% |
| Participation rate | 59.3% | 58.2%+1.1pp | 71.6%-12.4pp | 69.5%-10.3pp |
| Annual return | 17.14% | 24.22%-7.1pp | 30.27%-13.1pp | 73.14%-56.0pp |
| Employer contribution / active EE | $223 | $1,288-82.7% | $4,050-94.5% | $2,342-90.5% |
| Participant deferral / active EE | $1,186 | $2,166-45.3% | $3,287-63.9% | $3,332-64.4% |
| Admin fee / account holder | $2,635 | $3,322-20.7% | $5,478-51.9% | $4,645-43.3% |