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 | $14,001 | $70,475-80.1% | $100,516-86.1% | $79,858-82.5% |
| Participation rate | 64.7% | 73.7%-8.9pp | 79.4%-14.7pp | 69.6%-4.9pp |
| Annual return | 22.50% | 21.90%+0.6pp | 30.89%-8.4pp | 31.71%-9.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,733 | $5,181-47.2% | $6,270-56.4% | $3,740-26.9% |
| Admin fee / account holder | $1,260 | $4,478-71.9% | $8,081-84.4% | $5,306-76.3% |