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 | $7,022 | $67,894-89.7% | $89,340-92.1% | $82,448-91.5% |
| Participation rate | 55.1% | 64.0%-9.0pp | 69.6%-14.5pp | 68.1%-13.0pp |
| Annual return | 14.08% | 19.21%-5.1pp | 20.57%-6.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $242 | $1,828-86.7% | $2,231-89.1% | $2,551-90.5% |
| Participant deferral / active EE | $1,279 | $3,072-58.4% | $3,823-66.5% | $4,139-69.1% |
| Admin fee / account holder | $650 | $5,723-88.6% | $6,704-90.3% | $7,234-91.0% |