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 | $18,169 | $51,708-64.9% | $106,619-83.0% | $62,891-71.1% |
| Participation rate | 40.6% | 66.9%-26.2pp | 78.0%-37.4pp | 69.3%-28.7pp |
| Annual return | 4.71% | 4.69%0pp | 9.42%-4.7pp | 20.14%-15.4pp |
| Employer contribution / active EE | $358 | $1,764-79.7% | $3,947-90.9% | $2,281-84.3% |
| Participant deferral / active EE | $1,016 | $2,315-56.1% | $3,930-74.2% | $3,203-68.3% |
| Admin fee / account holder | $5,221 | $3,349+55.9% | $6,418-18.7% | $4,296+21.5% |