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 | $40,894 | $123,793-67.0% | $177,821-77.0% | $79,858-48.8% |
| Participation rate | 66.7% | 84.7%-18.0pp | 87.7%-21.1pp | 69.6%-3.0pp |
| Annual return | 18.13% | 22.82%-4.7pp | 48.32%-30.2pp | 31.71%-13.6pp |
| Employer contribution / active EE | $689 | $4,095-83.2% | $5,918-88.4% | $2,471-72.1% |
| Participant deferral / active EE | $4,923 | $5,956-17.4% | $7,714-36.2% | $3,740+31.6% |
| Admin fee / account holder | $389 | $7,243-94.6% | $12,427-96.9% | $5,306-92.7% |