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 | $18,604 | $142,405-86.9% | $115,157-83.8% | $152,861-87.8% |
| Participation rate | 28.6% | 82.4%-53.8pp | 75.9%-47.3pp | 82.4%-53.9pp |
| Annual return | 19.31% | 41.48%-22.2pp | 35.60%-16.3pp | 345.32%-326.0pp |
| Employer contribution / active EE | $737 | $4,010-81.6% | $3,179-76.8% | $4,762-84.5% |
| Participant deferral / active EE | $1,991 | $5,164-61.4% | $4,168-52.2% | $5,850-66.0% |
| Admin fee / account holder | $490 | $8,462-94.2% | $7,088-93.1% | $11,596-95.8% |