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 3-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 | $15,318 | $89,753-82.9% | $107,525-85.8% | $84,808-81.9% |
| Participation rate | 31.3% | 68.1%-36.8pp | 75.1%-43.8pp | 68.3%-37.1pp |
| Annual return | 18.68% | 29.48%-10.8pp | 181.32%-162.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $660 | $3,113-78.8% | $3,754-82.4% | $2,631-74.9% |
| Participant deferral / active EE | $2,447 | $4,056-39.7% | $5,116-52.2% | $4,212-41.9% |
| Admin fee / account holder | $5,197 | $7,222-28.0% | $8,919-41.7% | $7,344-29.2% |