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 | $14,202 | $78,422-81.9% | $95,952-85.2% | $79,858-82.2% |
| Participation rate | 23.7% | 73.5%-49.8pp | 77.1%-53.4pp | 69.6%-45.9pp |
| Annual return | 29.44% | 19.37%+10.1pp | 91.61%-62.2pp | 31.71%-2.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,832 | $3,440-46.8% | $4,167-56.0% | $3,740-51.0% |
| Admin fee / account holder | $3,191 | $5,622-43.2% | $6,795-53.0% | $5,306-39.9% |