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 | $17,587 | $103,376-83.0% | $87,100-79.8% | $152,861-88.5% |
| Participation rate | 39.1% | 79.3%-40.2pp | 76.9%-37.7pp | 82.4%-43.3pp |
| Annual return | 21.12% | 28.10%-7.0pp | 28.19%-7.1pp | 345.32%-324.2pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,705 | $4,778-64.3% | $4,049-57.9% | $5,850-70.9% |
| Admin fee / account holder | $2,078 | $12,205-83.0% | $7,497-72.3% | $11,596-82.1% |