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 | $3,443 | $55,706-93.8% | $75,886-95.5% | $72,985-95.3% |
| Participation rate | 58.2% | 61.1%-2.9pp | 69.3%-11.0pp | 69.5%-11.2pp |
| Annual return | 25.01% | 27.59%-2.6pp | 30.76%-5.7pp | 81.00%-56.0pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,522 | $2,634-42.2% | $3,603-57.7% | $3,607-57.8% |
| Admin fee / account holder | $928 | $3,978-76.7% | $5,418-82.9% | $5,124-81.9% |