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 | $5,730 | $48,076-88.1% | $78,689-92.7% | $62,891-90.9% |
| Participation rate | 20.0% | 65.2%-45.2pp | 73.6%-53.6pp | 69.3%-49.3pp |
| Annual return | 18.67% | 31.35%-12.7pp | 62.18%-43.5pp | 20.14%-1.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,022 | $2,588-60.5% | $3,517-70.9% | $3,203-68.1% |
| Admin fee / account holder | $759 | $3,207-76.3% | $4,510-83.2% | $4,296-82.3% |