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 | $8,354 | $54,762-84.7% | $90,281-90.7% | $72,985-88.6% |
| Participation rate | 46.7% | 65.1%-18.5pp | 73.3%-26.6pp | 69.5%-22.8pp |
| Annual return | 26.02% | 30.63%-4.6pp | 78.10%-52.1pp | 81.00%-55.0pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $996 | $2,887-65.5% | $3,885-74.4% | $3,607-72.4% |
| Admin fee / account holder | $1,512 | $3,972-61.9% | $5,351-71.7% | $5,124-70.5% |