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 | $52,144 | $142,459-63.4% | $110,523-52.8% | $237,064-78.0% |
| Participation rate | 66.7% | 67.9%-1.2pp | 47.6%+19.0pp | 45.6%+21.0pp |
| Annual return | 31.58% | 0.75%+30.8pp | 1.69%+29.9pp | 4.16%+27.4pp |
| Employer contribution / active EE | $1,322 | $33,373-96.0% | $24,295-94.6% | $42,916-96.9% |
| Participant deferral / active EE | $6,100 | $1,105+452.0% | $1,031+491.6% | $128+4672.0% |
| Admin fee / account holder | $1,383 | $905+52.9% | $1,392-0.6% | $21,465-93.6% |