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 8-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 | $7,959 | $72,492-89.0% | $87,100-90.9% | $72,985-89.1% |
| Participation rate | 67.9% | 72.8%-5.0pp | 76.9%-9.0pp | 69.5%-1.6pp |
| Annual return | 39.17% | 24.46%+14.7pp | 28.19%+11.0pp | 81.00%-41.8pp |
| Employer contribution / active EE | $269 | $1,894-85.8% | $2,521-89.3% | $2,440-89.0% |
| Participant deferral / active EE | $2,305 | $3,270-29.5% | $4,049-43.1% | $3,607-36.1% |
| Admin fee / account holder | $300 | $5,055-94.1% | $7,497-96.0% | $5,124-94.1% |