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 9-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 | $9,291 | $46,869-80.2% | $122,332-92.4% | $70,131-86.8% |
| Participation rate | 47.7% | 58.2%-10.5pp | 71.6%-23.9pp | 69.5%-21.8pp |
| Annual return | 22.33% | 24.22%-1.9pp | 30.27%-7.9pp | 73.14%-50.8pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,560 | $2,166-28.0% | $3,287-52.6% | $3,332-53.2% |
| Admin fee / account holder | $2,373 | $3,322-28.6% | $5,478-56.7% | $4,645-48.9% |