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 | $11,268 | $53,018-78.7% | $70,014-83.9% | $62,891-82.1% |
| Participation rate | 39.4% | 67.2%-27.8pp | 71.8%-32.4pp | 69.3%-29.9pp |
| Annual return | 6.25% | 13.35%-7.1pp | 12.99%-6.7pp | 20.14%-13.9pp |
| Employer contribution / active EE | $95 | $1,799-94.7% | $2,338-96.0% | $2,281-95.9% |
| Participant deferral / active EE | $1,153 | $2,395-51.8% | $2,931-60.6% | $3,203-64.0% |
| Admin fee / account holder | $764 | $3,690-79.3% | $4,380-82.5% | $4,296-82.2% |