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 | $14,422 | $56,897-74.7% | $84,750-83.0% | $62,891-77.1% |
| Participation rate | 51.6% | 68.5%-16.9pp | 76.6%-25.0pp | 69.3%-17.7pp |
| Annual return | 7.11% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.0pp |
| Employer contribution / active EE | $426 | $2,400-82.2% | $3,574-88.1% | $2,281-81.3% |
| Participant deferral / active EE | $1,185 | $2,709-56.3% | $3,712-68.1% | $3,203-63.0% |
| Admin fee / account holder | $1,521 | $3,581-57.5% | $5,332-71.5% | $4,296-64.6% |