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 | $27,222 | $86,929-68.7% | $102,423-73.4% | $80,856-66.3% |
| Participation rate | 56.9% | 72.4%-15.5pp | 76.5%-19.6pp | 67.6%-10.7pp |
| Annual return | 16.16% | 18.88%-2.7pp | 29.32%-13.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $351 | $2,369-85.2% | $3,023-88.4% | $2,755-87.3% |
| Participant deferral / active EE | $1,910 | $4,118-53.6% | $5,053-62.2% | $4,296-55.5% |
| Admin fee / account holder | $2,714 | $8,049-66.3% | $9,451-71.3% | $6,918-60.8% |