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 | $11,463 | $91,190-87.4% | $178,490-93.6% | $79,858-85.6% |
| Participation rate | 28.6% | 69.2%-40.6pp | 81.9%-53.4pp | 69.6%-41.1pp |
| Annual return | 17.89% | 24.19%-6.3pp | 151.07%-133.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $76 | $3,256-97.7% | $5,011-98.5% | $2,471-96.9% |
| Participant deferral / active EE | $956 | $3,236-70.5% | $5,202-81.6% | $3,740-74.4% |
| Admin fee / account holder | $3,424 | $6,751-49.3% | $13,984-75.5% | $5,306-35.5% |