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 9-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 | $11,676 | $73,933-84.2% | $96,683-87.9% | $75,163-84.5% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 13.32% | 26.70%-13.4pp | 35.69%-22.4pp | 160.62%-147.3pp |
| Employer contribution / active EE | $499 | $2,928-83.0% | $3,737-86.6% | $2,670-81.3% |
| Participant deferral / active EE | $1,915 | $3,659-47.7% | $4,878-60.7% | $4,125-53.6% |
| Admin fee / account holder | $4,628 | $5,216-11.3% | $6,730-31.2% | $5,651-18.1% |