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 | $27,068 | $91,407-70.4% | $135,903-80.1% | $71,457-62.1% |
| Participation rate | 23.0% | 75.7%-52.7pp | 81.9%-58.9pp | 67.9%-44.9pp |
| Annual return | 17.99% | 29.90%-11.9pp | 68.23%-50.2pp | 28.85%-10.9pp |
| Employer contribution / active EE | $6 | $3,703-99.8% | $4,856-99.9% | $2,588-99.8% |
| Participant deferral / active EE | $4,111 | $7,092-42.0% | $7,758-47.0% | $4,289-4.1% |
| Admin fee / account holder | $3,437 | $1,266+171.5% | $10,762-68.1% | $1,587+116.5% |