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 | $22,757 | $98,750-77.0% | $149,696-84.8% | $79,858-71.5% |
| Participation rate | 58.3% | 75.8%-17.4pp | 82.5%-24.1pp | 69.6%-11.3pp |
| Annual return | 20.25% | 27.43%-7.2pp | 276.60%-256.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $104 | $3,216-96.8% | $4,644-97.8% | $2,471-95.8% |
| Participant deferral / active EE | $2,833 | $5,680-50.1% | $6,842-58.6% | $3,740-24.3% |
| Admin fee / account holder | $9,228 | $6,053+52.5% | $9,309-0.9% | $5,306+73.9% |