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 | $17,213 | $132,239-87.0% | $105,722-83.7% | $273,961-93.7% |
| Participation rate | 53.8% | 83.2%-29.3pp | 78.9%-25.1pp | 83.0%-29.2pp |
| Annual return | 38.14% | 10.07%+28.1pp | 12.25%+25.9pp | 41.45%-3.3pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,582 | $6,233-42.5% | $5,326-32.7% | $5,287-32.2% |
| Admin fee / account holder | $526 | $12,032-95.6% | $8,308-93.7% | $10,132-94.8% |