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 | $19,803 | $180,028-89.0% | $138,135-85.7% | $158,922-87.5% |
| Participation rate | 54.5% | 82.2%-27.7pp | 78.7%-24.2pp | 82.0%-27.4pp |
| Annual return | 9.01% | 21.68%-12.7pp | 20.51%-11.5pp | 302.83%-293.8pp |
| Employer contribution / active EE | $364 | $7,470-95.1% | $5,587-93.5% | $4,761-92.4% |
| Participant deferral / active EE | $2,656 | $7,717-65.6% | $6,431-58.7% | $5,982-55.6% |
| Admin fee / account holder | $3,161 | $17,912-82.4% | $11,856-73.3% | $11,246-71.9% |