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 | $27,239 | $87,841-69.0% | $133,980-79.7% | $62,891-56.7% |
| Participation rate | 65.0% | 83.4%-18.4pp | 87.1%-22.1pp | 69.3%-4.3pp |
| Annual return | 6.75% | 12.05%-5.3pp | 29.30%-22.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,576 | $4,812-46.5% | $6,282-59.0% | $3,203-19.6% |
| Admin fee / account holder | $727 | $5,371-86.5% | $9,324-92.2% | $4,296-83.1% |