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 | $19,837 | $72,492-72.6% | $87,100-77.2% | $72,985-72.8% |
| Participation rate | 26.7% | 72.8%-46.1pp | 76.9%-50.1pp | 69.5%-42.7pp |
| Annual return | 30.01% | 24.46%+5.5pp | 28.19%+1.8pp | 81.00%-51.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,239 | $3,270-31.5% | $4,049-44.7% | $3,607-37.9% |
| Admin fee / account holder | $2,074 | $5,055-59.0% | $7,497-72.3% | $5,124-59.5% |