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 | $18,232 | $51,708-64.7% | $106,619-82.9% | $62,891-71.0% |
| Participation rate | 64.3% | 66.9%-2.6pp | 78.0%-13.7pp | 69.3%-5.0pp |
| Annual return | 4.41% | 4.69%-0.3pp | 9.42%-5.0pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,601 | $2,315-30.9% | $3,930-59.3% | $3,203-50.0% |
| Admin fee / account holder | $1,060 | $3,349-68.3% | $6,418-83.5% | $4,296-75.3% |