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 | $8,576 | $54,762-84.3% | $90,281-90.5% | $72,985-88.2% |
| Participation rate | 22.5% | 65.1%-42.6pp | 73.3%-50.8pp | 69.5%-47.0pp |
| Annual return | 19.16% | 30.63%-11.5pp | 78.10%-58.9pp | 81.00%-61.8pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $820 | $2,887-71.6% | $3,885-78.9% | $3,607-77.3% |
| Admin fee / account holder | $3,574 | $3,972-10.0% | $5,351-33.2% | $5,124-30.3% |