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 5-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 | $21,171 | $179,726-88.2% | $156,263-86.5% | $142,382-85.1% |
| Participation rate | 52.9% | 82.1%-29.1pp | 78.9%-26.0pp | 80.1%-27.2pp |
| Annual return | 13.70% | 77.86%-64.2pp | 59.47%-45.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $577 | $5,069-88.6% | $4,333-86.7% | $4,299-86.6% |
| Participant deferral / active EE | $2,129 | $6,956-69.4% | $6,158-65.4% | $6,507-67.3% |
| Admin fee / account holder | $4,088 | $17,272-76.3% | $14,255-71.3% | $12,624-67.6% |