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 | $23,504 | $73,638-68.1% | $95,952-75.5% | $73,488-68.0% |
| Participation rate | 29.7% | 76.2%-46.5pp | 77.1%-47.4pp | 70.7%-41.0pp |
| Annual return | 16.78% | 16.78%0pp | 91.61%-74.8pp | 28.51%-11.7pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,388 | $3,617-34.0% | $4,167-42.7% | $3,740-36.1% |
| Admin fee / account holder | $2,293 | $482+375.6% | $6,795-66.3% | $513+346.9% |