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 | $25,366 | $84,936-70.1% | $111,297-77.2% | $79,386-68.0% |
| Participation rate | 26.1% | 75.9%-49.8pp | 77.3%-51.2pp | 70.7%-44.6pp |
| Annual return | 12.91% | 17.45%-4.5pp | 54.65%-41.7pp | 116.85%-103.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,045 | $3,888-47.4% | $4,487-54.4% | $4,046-49.4% |
| Admin fee / account holder | $1,479 | $537+175.3% | $7,964-81.4% | $626+136.1% |