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 | $27,615 | $87,733-68.5% | $106,548-74.1% | $85,850-67.8% |
| Participation rate | 41.7% | 71.9%-30.3pp | 76.1%-34.5pp | 69.3%-27.6pp |
| Annual return | 13.06% | 21.86%-8.8pp | 26.80%-13.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $215 | $2,073-89.6% | $2,819-92.4% | $2,565-91.6% |
| Participant deferral / active EE | $1,607 | $3,469-53.7% | $4,398-63.5% | $3,952-59.3% |
| Admin fee / account holder | $509 | $6,767-92.5% | $7,407-93.1% | $6,260-91.9% |