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 | $11,994 | $84,233-85.8% | $170,442-93.0% | $70,131-82.9% |
| Participation rate | 62.5% | 70.8%-8.3pp | 83.6%-21.1pp | 69.5%-7.0pp |
| Annual return | 17.18% | 23.06%-5.9pp | 205.93%-188.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $271 | $3,387-92.0% | $5,433-95.0% | $2,342-88.4% |
| Participant deferral / active EE | $1,172 | $3,086-62.0% | $4,939-76.3% | $3,332-64.8% |
| Admin fee / account holder | $602 | $5,698-89.4% | $13,880-95.7% | $4,645-87.1% |