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 | $52,567 | $132,049-60.2% | $200,582-73.8% | $74,304-29.3% |
| Participation rate | 54.6% | 84.1%-29.5pp | 86.9%-32.3pp | 60.3%-5.7pp |
| Annual return | 25.38% | 22.22%+3.2pp | 42.33%-17.0pp | 29.43%-4.1pp |
| Employer contribution / active EE | $1,494 | $4,558-67.2% | $6,419-76.7% | $2,241-33.3% |
| Participant deferral / active EE | $4,646 | $7,213-35.6% | $9,331-50.2% | $3,767+23.3% |
| Admin fee / account holder | $10,864 | $2,405+351.8% | $16,305-33.4% | $2,969+265.9% |