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 | $9,254 | $76,000-87.8% | $154,107-94.0% | $64,186-85.6% |
| Participation rate | 54.8% | 70.4%-15.6pp | 83.0%-28.2pp | 69.6%-14.7pp |
| Annual return | 4.88% | 30.32%-25.4pp | 735.12%-730.2pp | 7.63%-2.8pp |
| Employer contribution / active EE | $343 | $3,351-89.8% | $5,298-93.5% | $2,381-85.6% |
| Participant deferral / active EE | $951 | $3,175-70.1% | $5,081-81.3% | $3,470-72.6% |
| Admin fee / account holder | $3,064 | $5,596-45.2% | $13,411-77.2% | $4,888-37.3% |