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 | $19,205 | $85,766-77.6% | $136,294-85.9% | $70,131-72.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 18.65% | 31.45%-12.8pp | 5155.94%-5137.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $485 | $2,966-83.7% | $4,695-89.7% | $2,342-79.3% |
| Participant deferral / active EE | $2,322 | $5,051-54.0% | $6,247-62.8% | $3,332-30.3% |
| Admin fee / account holder | $3,933 | $5,420-27.4% | $9,243-57.4% | $4,645-15.3% |