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 | $20,337 | $62,586-67.5% | $76,768-73.5% | $64,186-68.3% |
| Participation rate | 58.6% | 72.8%-14.2pp | 77.0%-18.4pp | 69.6%-11.0pp |
| Annual return | 0.16% | -1.95%+2.1pp | 2.43%-2.3pp | 7.63%-7.5pp |
| Employer contribution / active EE | $348 | $1,832-81.0% | $2,485-86.0% | $2,381-85.4% |
| Participant deferral / active EE | $1,544 | $3,145-50.9% | $3,852-59.9% | $3,470-55.5% |
| Admin fee / account holder | $445 | $4,667-90.5% | $6,675-93.3% | $4,888-90.9% |