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 | $11,870 | $109,359-89.1% | $162,163-92.7% | $72,985-83.7% |
| Participation rate | 58.6% | 84.3%-25.6pp | 87.6%-28.9pp | 69.5%-10.9pp |
| Annual return | 27.28% | 25.46%+1.8pp | 115.59%-88.3pp | 81.00%-53.7pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,464 | $5,481-0.3% | $7,298-25.1% | $3,607+51.5% |
| Admin fee / account holder | $623 | $7,972-92.2% | $10,843-94.3% | $5,124-87.8% |