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 4-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 | $20,550 | $95,453-78.5% | $112,040-81.7% | $82,448-75.1% |
| Participation rate | 56.3% | 72.8%-16.5pp | 76.5%-20.2pp | 68.1%-11.8pp |
| Annual return | 20.94% | 23.92%-3.0pp | 24.52%-3.6pp | 41.64%-20.7pp |
| Employer contribution / active EE | $366 | $2,318-84.2% | $2,954-87.6% | $2,551-85.7% |
| Participant deferral / active EE | $2,144 | $4,224-49.2% | $5,098-57.9% | $4,139-48.2% |
| Admin fee / account holder | $430 | $9,013-95.2% | $12,098-96.4% | $7,234-94.1% |