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 | $12,760 | $70,669-81.9% | $169,368-92.5% | $75,163-83.0% |
| Participation rate | 59.3% | 64.8%-5.5pp | 77.1%-17.9pp | 67.2%-7.9pp |
| Annual return | 18.91% | 36.36%-17.4pp | 405.60%-386.7pp | 160.62%-141.7pp |
| Employer contribution / active EE | $414 | $2,211-81.3% | $4,013-89.7% | $2,670-84.5% |
| Participant deferral / active EE | $1,927 | $4,311-55.3% | $6,221-69.0% | $4,125-53.3% |
| Admin fee / account holder | $3,291 | $5,402-39.1% | $9,003-63.5% | $5,651-41.8% |