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 | $26,184 | $176,812-85.2% | $146,665-82.1% | $167,490-84.4% |
| Participation rate | 65.2% | 83.6%-18.4pp | 80.1%-14.9pp | 82.1%-16.9pp |
| Annual return | 10.80% | 24.03%-13.2pp | 22.74%-11.9pp | 478.56%-467.8pp |
| Employer contribution / active EE | $552 | $5,160-89.3% | $4,136-86.7% | $4,837-88.6% |
| Participant deferral / active EE | $2,669 | $6,440-58.5% | $5,506-51.5% | $6,341-57.9% |
| Admin fee / account holder | $97,069 | $13,259+632.1% | $10,280+844.3% | $12,309+688.6% |