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 9-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 | $19,621 | $72,277-72.9% | $101,248-80.6% | $79,858-75.4% |
| Participation rate | 21.6% | 68.5%-46.9pp | 75.8%-54.2pp | 69.6%-48.1pp |
| Annual return | 25.31% | 22.30%+3.0pp | 46.47%-21.2pp | 31.71%-6.4pp |
| Employer contribution / active EE | $171 | $2,692-93.7% | $3,660-95.3% | $2,471-93.1% |
| Participant deferral / active EE | $1,578 | $3,282-51.9% | $4,370-63.9% | $3,740-57.8% |
| Admin fee / account holder | $3,050 | $4,400-30.7% | $5,945-48.7% | $5,306-42.5% |