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 | $10,424 | $85,202-87.8% | $172,739-94.0% | $72,985-85.7% |
| Participation rate | 67.7% | 70.1%-2.3pp | 82.6%-14.9pp | 69.5%-1.7pp |
| Annual return | 21.65% | 27.32%-5.7pp | 802.84%-781.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $223 | $3,324-93.3% | $5,143-95.7% | $2,440-90.9% |
| Participant deferral / active EE | $1,306 | $3,260-59.9% | $5,198-74.9% | $3,607-63.8% |
| Admin fee / account holder | $1,410 | $5,884-76.0% | $13,954-89.9% | $5,124-72.5% |