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 | $27,990 | $87,013-67.8% | $106,213-73.6% | $80,856-65.4% |
| Participation rate | 63.8% | 70.4%-6.6pp | 75.3%-11.5pp | 67.6%-3.8pp |
| Annual return | 55.35% | 17.05%+38.3pp | 116.14%-60.8pp | 35.59%+19.8pp |
| Employer contribution / active EE | $454 | $2,395-81.0% | $3,171-85.7% | $2,755-83.5% |
| Participant deferral / active EE | $3,069 | $3,986-23.0% | $5,016-38.8% | $4,296-28.6% |
| Admin fee / account holder | $1,665 | $8,431-80.2% | $11,033-84.9% | $6,918-75.9% |