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 | $10,565 | $91,190-88.4% | $178,490-94.1% | $79,858-86.8% |
| Participation rate | 54.8% | 69.2%-14.4pp | 81.9%-27.1pp | 69.6%-14.8pp |
| Annual return | 32.35% | 24.19%+8.2pp | 151.07%-118.7pp | 31.71%+0.6pp |
| Employer contribution / active EE | $270 | $3,256-91.7% | $5,011-94.6% | $2,471-89.1% |
| Participant deferral / active EE | $2,638 | $3,236-18.5% | $5,202-49.3% | $3,740-29.5% |
| Admin fee / account holder | $496 | $6,751-92.7% | $13,984-96.5% | $5,306-90.7% |