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 | $10,249 | $49,227-79.2% | $70,449-85.5% | $79,858-87.2% |
| Participation rate | 36.2% | 69.2%-33.0pp | 75.1%-38.9pp | 69.6%-33.5pp |
| Annual return | 17.60% | 30.06%-12.5pp | 109.03%-91.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $288 | $2,099-86.3% | $2,737-89.5% | $2,471-88.3% |
| Participant deferral / active EE | $922 | $2,768-66.7% | $3,709-75.1% | $3,740-75.3% |
| Admin fee / account holder | $1,091 | $2,878-62.1% | $3,845-71.6% | $5,306-79.4% |