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 | $20,870 | $62,586-66.7% | $76,768-72.8% | $64,186-67.5% |
| Participation rate | 69.2% | 72.8%-3.6pp | 77.0%-7.7pp | 69.6%-0.3pp |
| Annual return | -5.60% | -1.95%-3.7pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $366 | $1,832-80.0% | $2,485-85.3% | $2,381-84.6% |
| Participant deferral / active EE | $1,420 | $3,145-54.8% | $3,852-63.1% | $3,470-59.1% |
| Admin fee / account holder | $1,797 | $4,667-61.5% | $6,675-73.1% | $4,888-63.2% |