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 | $15,046 | $163,101-90.8% | $136,749-89.0% | $142,382-89.4% |
| Participation rate | 20.0% | 78.2%-58.2pp | 72.1%-52.1pp | 80.1%-60.1pp |
| Annual return | 9.64% | 27.54%-17.9pp | 24.33%-14.7pp | 217.08%-207.4pp |
| Employer contribution / active EE | $516 | $4,117-87.5% | $3,400-84.8% | $4,299-88.0% |
| Participant deferral / active EE | $1,350 | $5,585-75.8% | $4,692-71.2% | $6,507-79.3% |
| Admin fee / account holder | $1,775 | $14,318-87.6% | $11,386-84.4% | $12,624-85.9% |