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 | $26,516 | $162,781-83.7% | $133,956-80.2% | $158,922-83.3% |
| Participation rate | 46.2% | 83.2%-37.1pp | 79.8%-33.7pp | 82.0%-35.8pp |
| Annual return | 18.86% | 41.94%-23.1pp | 45.09%-26.2pp | 302.83%-284.0pp |
| Employer contribution / active EE | $767 | $4,975-84.6% | $3,919-80.4% | $4,761-83.9% |
| Participant deferral / active EE | $2,314 | $5,911-60.8% | $5,048-54.1% | $5,982-61.3% |
| Admin fee / account holder | $728 | $11,736-93.8% | $8,927-91.8% | $11,246-93.5% |