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 | $13,605 | $53,822-74.7% | $75,696-82.0% | $85,850-84.2% |
| Participation rate | 45.7% | 69.1%-23.4pp | 74.8%-29.1pp | 69.3%-23.6pp |
| Annual return | 17.02% | 24.54%-7.5pp | 104.53%-87.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $253 | $2,017-87.5% | $2,743-90.8% | $2,565-90.1% |
| Participant deferral / active EE | $1,504 | $2,895-48.0% | $3,821-60.6% | $3,952-61.9% |
| Admin fee / account holder | $1,710 | $3,343-48.8% | $3,619-52.7% | $6,260-72.7% |