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 | $11,714 | $106,890-89.0% | $84,015-86.1% | $152,861-92.3% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 21.86% | 104.99%-83.1pp | 71.31%-49.4pp | 345.32%-323.5pp |
| Employer contribution / active EE | $191 | $2,734-93.0% | $1,983-90.4% | $4,762-96.0% |
| Participant deferral / active EE | $2,000 | $4,011-50.1% | $3,239-38.2% | $5,850-65.8% |
| Admin fee / account holder | $530 | $8,285-93.6% | $6,101-91.3% | $11,596-95.4% |