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 | $38,739 | $116,875-66.9% | $151,561-74.4% | $116,875-66.9% |
| Participation rate | 55.8% | 74.5%-18.8pp | 74.2%-18.5pp | 74.5%-18.8pp |
| Annual return | 14.72% | 16.29%-1.6pp | -7.59%+22.3pp | 16.29%-1.6pp |
| Employer contribution / active EE | $356 | $3,288-89.2% | $4,436-92.0% | $3,288-89.2% |
| Participant deferral / active EE | $1,922 | $3,885-50.5% | $4,565-57.9% | $3,885-50.5% |
| Admin fee / account holder | $2,216 | $12,263-81.9% | $27,110-91.8% | $12,263-81.9% |