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 | $28,423 | $78,705-63.9% | $117,854-75.9% | $70,131-59.5% |
| Participation rate | 47.9% | 73.2%-25.3pp | 79.7%-31.7pp | 69.5%-21.6pp |
| Annual return | 18.65% | 23.30%-4.6pp | 335.08%-316.4pp | 73.14%-54.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,101 | $3,297-5.9% | $4,482-30.8% | $3,332-6.9% |
| Admin fee / account holder | $2,231 | $5,065-56.0% | $8,020-72.2% | $4,645-52.0% |