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 | $27,222 | $78,422-65.3% | $95,952-71.6% | $79,858-65.9% |
| Participation rate | 36.8% | 73.5%-36.6pp | 77.1%-40.2pp | 69.6%-32.8pp |
| Annual return | 14.72% | 19.37%-4.6pp | 91.61%-76.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,834 | $3,440-46.7% | $4,167-56.0% | $3,740-51.0% |
| Admin fee / account holder | $737 | $5,622-86.9% | $6,795-89.2% | $5,306-86.1% |