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 | $12,374 | $105,859-88.3% | $90,160-86.3% | $147,584-91.6% |
| Participation rate | 36.4% | 79.7%-43.4pp | 76.9%-40.5pp | 82.8%-46.5pp |
| Annual return | 23.32% | 37.63%-14.3pp | 34.88%-11.6pp | 578.55%-555.2pp |
| Employer contribution / active EE | $188 | $4,126-95.4% | $3,318-94.3% | $4,876-96.1% |
| Participant deferral / active EE | $3,238 | $5,733-43.5% | $5,288-38.8% | $5,439-40.5% |
| Admin fee / account holder | $2,705 | $8,046-66.4% | $5,943-54.5% | $10,885-75.1% |