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 | $38,974 | $123,793-68.5% | $177,821-78.1% | $79,858-51.2% |
| Participation rate | 51.7% | 84.7%-32.9pp | 87.7%-36.0pp | 69.6%-17.9pp |
| Annual return | 16.48% | 22.82%-6.3pp | 48.32%-31.8pp | 31.71%-15.2pp |
| Employer contribution / active EE | $455 | $4,095-88.9% | $5,918-92.3% | $2,471-81.6% |
| Participant deferral / active EE | $3,471 | $5,956-41.7% | $7,714-55.0% | $3,740-7.2% |
| Admin fee / account holder | $1,207 | $7,243-83.3% | $12,427-90.3% | $5,306-77.2% |