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 | $18,157 | $76,367-76.2% | $93,606-80.6% | $72,985-75.1% |
| Participation rate | 56.8% | 71.7%-14.9pp | 75.8%-19.0pp | 69.5%-12.7pp |
| Annual return | 16.71% | 25.82%-9.1pp | 32.76%-16.0pp | 81.00%-64.3pp |
| Employer contribution / active EE | $205 | $2,275-91.0% | $2,718-92.5% | $2,440-91.6% |
| Participant deferral / active EE | $1,652 | $3,538-53.3% | $4,069-59.4% | $3,607-54.2% |
| Admin fee / account holder | $2,846 | $6,838-58.4% | $7,888-63.9% | $5,124-44.5% |