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 6-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 | $12,422 | $46,869-73.5% | $122,332-89.8% | $70,131-82.3% |
| Participation rate | 39.7% | 58.2%-18.5pp | 71.6%-32.0pp | 69.5%-29.9pp |
| Annual return | 13.80% | 24.22%-10.4pp | 30.27%-16.5pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,016 | $2,166-53.1% | $3,287-69.1% | $3,332-69.5% |
| Admin fee / account holder | $1,049 | $3,322-68.4% | $5,478-80.8% | $4,645-77.4% |