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 8-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 | $11,459 | $87,870-87.0% | $113,168-89.9% | $74,304-84.6% |
| Participation rate | 52.0% | 70.7%-18.8pp | 76.6%-24.6pp | 60.3%-8.4pp |
| Annual return | 13.28% | 26.44%-13.2pp | 24.27%-11.0pp | 29.43%-16.2pp |
| Employer contribution / active EE | $546 | $2,277-76.0% | $2,975-81.6% | $2,241-75.6% |
| Participant deferral / active EE | $2,070 | $4,241-51.2% | $5,107-59.5% | $3,767-45.1% |
| Admin fee / account holder | $2,329 | $3,368-30.9% | $12,068-80.7% | $2,969-21.6% |