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 | $8,694 | $52,580-83.5% | $71,671-87.9% | $70,131-87.6% |
| Participation rate | 61.5% | 60.9%+0.7pp | 68.7%-7.2pp | 69.5%-8.0pp |
| Annual return | 20.27% | 20.25%0pp | 20.65%-0.4pp | 73.14%-52.9pp |
| Employer contribution / active EE | $139 | $1,616-91.4% | $2,460-94.4% | $2,342-94.1% |
| Participant deferral / active EE | $1,142 | $2,386-52.1% | $3,438-66.8% | $3,332-65.7% |
| Admin fee / account holder | $832 | $3,653-77.2% | $5,558-85.0% | $4,645-82.1% |