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 | $95,803-78.5% | $113,168-81.8% | $84,808-75.8% |
| Participation rate | 56.3% | 72.9%-16.6pp | 76.6%-20.3pp | 68.3%-12.1pp |
| Annual return | 20.94% | 25.00%-4.1pp | 24.27%-3.3pp | 40.90%-20.0pp |
| Employer contribution / active EE | $366 | $2,360-84.5% | $2,975-87.7% | $2,631-86.1% |
| Participant deferral / active EE | $2,144 | $4,242-49.5% | $5,107-58.0% | $4,212-49.1% |
| Admin fee / account holder | $430 | $8,989-95.2% | $12,068-96.4% | $7,344-94.1% |