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 | $8,496 | $106,515-92.0% | $96,683-91.2% | $139,434-93.9% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $569 | $4,103-86.1% | $3,737-84.8% | $4,751-88.0% |
| Participant deferral / active EE | $3,066 | $5,454-43.8% | $4,878-37.1% | $6,710-54.3% |
| Admin fee / account holder | $1,019 | $7,877-87.1% | $6,730-84.9% | $11,403-91.1% |