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 3-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 | $15,365 | $50,982-69.9% | $154,803-90.1% | $85,563-82.0% |
| Participation rate | 17.9% | 59.8%-41.9pp | 78.1%-60.2pp | 66.0%-48.1pp |
| Annual return | 20.71% | 30.35%-9.6pp | 58.88%-38.2pp | 31.51%-10.8pp |
| Employer contribution / active EE | $189 | $1,708-88.9% | $4,305-95.6% | $2,654-92.9% |
| Participant deferral / active EE | $1,311 | $2,474-47.0% | $5,540-76.3% | $4,375-70.0% |
| Admin fee / account holder | $926 | $846+9.5% | $14,329-93.5% | $834+11.0% |