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 | $9,439 | $77,634-87.8% | $156,549-94.0% | $62,891-85.0% |
| Participation rate | 35.5% | 71.2%-35.7pp | 84.0%-48.5pp | 69.3%-33.8pp |
| Annual return | 12.65% | 50.32%-37.7pp | 32.23%-19.6pp | 20.14%-7.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,749 | $3,045-42.6% | $4,871-64.1% | $3,203-45.4% |
| Admin fee / account holder | $621 | $5,561-88.8% | $13,027-95.2% | $4,296-85.6% |