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 | $17,925 | $157,256-88.6% | $141,162-87.3% | $152,861-88.3% |
| Participation rate | 57.9% | 84.8%-26.9pp | 82.5%-24.6pp | 82.4%-24.6pp |
| Annual return | 28.41% | 64.32%-35.9pp | 71.39%-43.0pp | 345.32%-316.9pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,337 | $7,109-53.1% | $6,709-50.3% | $5,850-43.0% |
| Admin fee / account holder | $1,518 | $12,120-87.5% | $10,261-85.2% | $11,596-86.9% |