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 7-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 | $23,470 | $149,734-84.3% | $118,925-80.3% | $158,922-85.2% |
| Participation rate | 57.1% | 82.1%-24.9pp | 75.4%-18.2pp | 82.0%-24.8pp |
| Annual return | 15.94% | 19.95%-4.0pp | 35.88%-19.9pp | 302.83%-286.9pp |
| Employer contribution / active EE | $0 | $4,115-100.0% | $3,263-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,914 | $5,223+32.4% | $4,265+62.1% | $5,982+15.6% |
| Admin fee / account holder | $13,691 | $8,603+59.1% | $6,581+108.0% | $11,246+21.7% |