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 3-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 | $13,829 | $87,013-84.1% | $106,213-87.0% | $80,856-82.9% |
| Participation rate | 48.6% | 70.4%-21.8pp | 75.3%-26.6pp | 67.6%-19.0pp |
| Annual return | 23.76% | 17.05%+6.7pp | 116.14%-92.4pp | 35.59%-11.8pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,365 | $3,986-40.7% | $5,016-52.8% | $4,296-44.9% |
| Admin fee / account holder | $1,251 | $8,431-85.2% | $11,033-88.7% | $6,918-81.9% |