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 | $9,059 | $46,869-80.7% | $122,332-92.6% | $70,131-87.1% |
| Participation rate | 55.6% | 58.2%-2.6pp | 71.6%-16.1pp | 69.5%-14.0pp |
| Annual return | 15.57% | 24.22%-8.6pp | 30.27%-14.7pp | 73.14%-57.6pp |
| Employer contribution / active EE | $213 | $1,288-83.4% | $4,050-94.7% | $2,342-90.9% |
| Participant deferral / active EE | $965 | $2,166-55.5% | $3,287-70.7% | $3,332-71.0% |
| Admin fee / account holder | $2,179 | $3,322-34.4% | $5,478-60.2% | $4,645-53.1% |