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 | $16,004 | $67,984-76.5% | $65,493-75.6% | $74,304-78.5% |
| Participation rate | 67.2% | 66.3%+0.9pp | 73.1%-5.9pp | 60.3%+6.9pp |
| Annual return | 18.43% | 19.87%-1.4pp | 982.45%-964.0pp | 29.43%-11.0pp |
| Employer contribution / active EE | $410 | $2,491-83.5% | $2,574-84.1% | $2,241-81.7% |
| Participant deferral / active EE | $1,164 | $3,346-65.2% | $3,961-70.6% | $3,767-69.1% |
| Admin fee / account holder | $1,915 | $1,373+39.5% | $5,028-61.9% | $2,969-35.5% |