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 10-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 | $8,585 | $77,419-88.9% | $69,455-87.6% | $152,861-94.4% |
| Participation rate | 57.1% | 78.1%-21.0pp | 74.6%-17.5pp | 82.4%-25.3pp |
| Annual return | 27.32% | 39.06%-11.7pp | 28.97%-1.7pp | 345.32%-318.0pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,308 | $4,414-47.7% | $3,535-34.7% | $5,850-60.5% |
| Admin fee / account holder | $2,384 | $6,207-61.6% | $3,839-37.9% | $11,596-79.4% |