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 | $14,575 | $100,923-85.6% | $150,045-90.3% | $74,304-80.4% |
| Participation rate | 57.8% | 70.1%-12.3pp | 82.3%-24.5pp | 60.3%-2.6pp |
| Annual return | 18.86% | 51.77%-32.9pp | 62.55%-43.7pp | 29.43%-10.6pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,834 | $6,709-57.8% | $7,997-64.6% | $3,767-24.8% |
| Admin fee / account holder | $3,231 | $2,767+16.8% | $13,435-76.0% | $2,969+8.8% |