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 | $20,036 | $181,894-89.0% | $156,549-87.2% | $273,961-92.7% |
| Participation rate | 68.8% | 88.4%-19.6pp | 84.0%-15.3pp | 83.0%-14.3pp |
| Annual return | 6.58% | 30.74%-24.2pp | 32.23%-25.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $786 | $6,248-87.4% | $5,501-85.7% | $4,869-83.9% |
| Participant deferral / active EE | $2,561 | $5,550-53.9% | $4,871-47.4% | $5,287-51.6% |
| Admin fee / account holder | $1,173 | $15,559-92.5% | $13,027-91.0% | $10,132-88.4% |