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 | $7,551 | $55,706-86.4% | $75,886-90.1% | $72,985-89.7% |
| Participation rate | 20.7% | 61.1%-40.4pp | 69.3%-48.6pp | 69.5%-48.8pp |
| Annual return | 36.69% | 27.59%+9.1pp | 30.76%+5.9pp | 81.00%-44.3pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,241 | $2,634-52.9% | $3,603-65.6% | $3,607-65.6% |
| Admin fee / account holder | $817 | $3,978-79.5% | $5,418-84.9% | $5,124-84.1% |