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 | $11,167 | $72,277-84.5% | $101,248-89.0% | $79,858-86.0% |
| Participation rate | 43.3% | 68.5%-25.1pp | 75.8%-32.5pp | 69.6%-26.3pp |
| Annual return | 16.69% | 22.30%-5.6pp | 46.47%-29.8pp | 31.71%-15.0pp |
| Employer contribution / active EE | $344 | $2,692-87.2% | $3,660-90.6% | $2,471-86.1% |
| Participant deferral / active EE | $1,881 | $3,282-42.7% | $4,370-57.0% | $3,740-49.7% |
| Admin fee / account holder | $6,640 | $4,400+50.9% | $5,945+11.7% | $5,306+25.1% |