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 | $10,107 | $85,202-88.1% | $172,739-94.1% | $72,985-86.2% |
| Participation rate | 36.4% | 70.1%-33.7pp | 82.6%-46.3pp | 69.5%-33.1pp |
| Annual return | 20.84% | 27.32%-6.5pp | 802.84%-782.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $225 | $3,324-93.2% | $5,143-95.6% | $2,440-90.8% |
| Participant deferral / active EE | $1,070 | $3,260-67.2% | $5,198-79.4% | $3,607-70.3% |
| Admin fee / account holder | $591 | $5,884-90.0% | $13,954-95.8% | $5,124-88.5% |