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 | $15,392 | $56,277-72.7% | $80,975-81.0% | $62,891-75.5% |
| Participation rate | 44.2% | 69.0%-24.8pp | 75.8%-31.6pp | 69.3%-25.1pp |
| Annual return | 12.14% | 22.12%-10.0pp | 17.10%-5.0pp | 20.14%-8.0pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,779 | $4,195-33.8% | $5,696-51.2% | $3,203-13.2% |
| Admin fee / account holder | $2,272 | $3,741-39.3% | $5,516-58.8% | $4,296-47.1% |