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 | $13,627 | $78,672-82.7% | $109,143-87.5% | $85,850-84.1% |
| Participation rate | 37.1% | 68.3%-31.1pp | 75.9%-38.7pp | 69.3%-32.2pp |
| Annual return | 36.88% | 25.09%+11.8pp | 25.75%+11.1pp | 318.53%-281.6pp |
| Employer contribution / active EE | $69 | $2,735-97.5% | $3,722-98.2% | $2,565-97.3% |
| Participant deferral / active EE | $1,931 | $3,467-44.3% | $4,653-58.5% | $3,952-51.1% |
| Admin fee / account holder | $593 | $5,469-89.2% | $6,752-91.2% | $6,260-90.5% |