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 | $5,534 | $49,227-88.8% | $70,449-92.1% | $79,858-93.1% |
| Participation rate | 29.4% | 69.2%-39.8pp | 75.1%-45.6pp | 69.6%-40.2pp |
| Annual return | 22.11% | 30.06%-8.0pp | 109.03%-86.9pp | 31.71%-9.6pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,505 | $2,768-45.6% | $3,709-59.4% | $3,740-59.7% |
| Admin fee / account holder | $2,614 | $2,878-9.2% | $3,845-32.0% | $5,306-50.7% |