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 | $16,664 | $67,411-75.3% | $91,001-81.7% | $70,131-76.2% |
| Participation rate | 19.7% | 71.4%-51.7pp | 75.6%-55.9pp | 69.5%-49.9pp |
| Annual return | 15.18% | -40.16%+55.3pp | 4.60%+10.6pp | 73.14%-58.0pp |
| Employer contribution / active EE | $95 | $1,786-94.7% | $2,456-96.1% | $2,342-96.0% |
| Participant deferral / active EE | $1,564 | $2,823-44.6% | $3,547-55.9% | $3,332-53.1% |
| Admin fee / account holder | $4,490 | $4,236+6.0% | $5,417-17.1% | $4,645-3.3% |