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 | $20,822 | $228,332-90.9% | $185,823-88.8% | $158,922-86.9% |
| Participation rate | 44.4% | 82.3%-37.9pp | 78.0%-33.6pp | 82.0%-37.5pp |
| Annual return | 5.25% | 40.80%-35.6pp | 35.95%-30.7pp | 302.83%-297.6pp |
| Employer contribution / active EE | $271 | $4,967-94.6% | $4,087-93.4% | $4,761-94.3% |
| Participant deferral / active EE | $1,970 | $6,415-69.3% | $5,632-65.0% | $5,982-67.1% |
| Admin fee / account holder | $11,872 | $11,864+0.1% | $9,500+25.0% | $11,246+5.6% |