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 | $12,496 | $47,944-73.9% | $67,834-81.6% | $62,891-80.1% |
| Participation rate | 55.8% | 61.1%-5.3pp | 68.8%-13.0pp | 69.3%-13.5pp |
| Annual return | 6.65% | 11.77%-5.1pp | 138.47%-131.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $224 | $1,562-85.6% | $2,403-90.7% | $2,281-90.2% |
| Participant deferral / active EE | $1,105 | $2,247-50.8% | $3,160-65.0% | $3,203-65.5% |
| Admin fee / account holder | $1,670 | $3,712-55.0% | $4,622-63.9% | $4,296-61.1% |