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 | $18,836 | $80,968-76.7% | $96,544-80.5% | $75,163-74.9% |
| Participation rate | 57.5% | 71.8%-14.3pp | 76.0%-18.5pp | 67.2%-9.7pp |
| Annual return | 13.40% | 27.06%-13.7pp | 25.84%-12.4pp | 160.62%-147.2pp |
| Employer contribution / active EE | $554 | $2,282-75.7% | $2,965-81.3% | $2,670-79.2% |
| Participant deferral / active EE | $1,855 | $3,928-52.8% | $4,851-61.8% | $4,125-55.0% |
| Admin fee / account holder | $871 | $6,724-87.1% | $8,252-89.4% | $5,651-84.6% |