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 | $10,886 | $65,041-83.3% | $90,951-88.0% | $79,858-86.4% |
| Participation rate | 69.0% | 61.6%+7.4pp | 69.0%0pp | 69.6%-0.7pp |
| Annual return | 30.55% | 30.45%+0.1pp | 134.60%-104.1pp | 31.71%-1.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,793 | $2,512+51.0% | $3,373+12.5% | $3,740+1.4% |
| Admin fee / account holder | $352 | $4,536-92.2% | $5,959-94.1% | $5,306-93.4% |