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 | $17,874 | $72,012-75.2% | $185,823-90.4% | $79,858-77.6% |
| Participation rate | 56.5% | 65.8%-9.3pp | 78.0%-21.6pp | 69.6%-13.2pp |
| Annual return | 12.50% | 23.12%-10.6pp | 35.95%-23.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $324 | $1,965-83.5% | $4,087-92.1% | $2,471-86.9% |
| Participant deferral / active EE | $1,359 | $3,779-64.0% | $5,632-75.9% | $3,740-63.7% |
| Admin fee / account holder | $1,498 | $4,513-66.8% | $9,500-84.2% | $5,306-71.8% |