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 | $24,881 | $138,347-82.0% | $184,203-86.5% | $80,856-69.2% |
| Participation rate | 51.3% | 83.9%-32.6pp | 86.8%-35.5pp | 67.6%-16.4pp |
| Annual return | 16.28% | 20.02%-3.7pp | 28.81%-12.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,503 | $4,850-69.0% | $6,427-76.6% | $2,755-45.4% |
| Participant deferral / active EE | $3,494 | $7,071-50.6% | $9,131-61.7% | $4,296-18.7% |
| Admin fee / account holder | $947 | $10,483-91.0% | $13,901-93.2% | $6,918-86.3% |