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 | $27,085 | $80,968-66.5% | $96,544-71.9% | $75,163-64.0% |
| Participation rate | 46.7% | 71.8%-25.1pp | 76.0%-29.3pp | 67.2%-20.5pp |
| Annual return | 19.49% | 27.06%-7.6pp | 25.84%-6.4pp | 160.62%-141.1pp |
| Employer contribution / active EE | $274 | $2,282-88.0% | $2,965-90.7% | $2,670-89.7% |
| Participant deferral / active EE | $2,461 | $3,928-37.4% | $4,851-49.3% | $4,125-40.3% |
| Admin fee / account holder | $765 | $6,724-88.6% | $8,252-90.7% | $5,651-86.5% |