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 | $20,659 | $62,586-67.0% | $76,768-73.1% | $64,186-67.8% |
| Participation rate | 37.8% | 72.8%-35.0pp | 77.0%-39.2pp | 69.6%-31.8pp |
| Annual return | -0.59% | -1.95%+1.4pp | 2.43%-3.0pp | 7.63%-8.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,961 | $3,145+89.6% | $3,852+54.8% | $3,470+71.8% |
| Admin fee / account holder | $2,272 | $4,667-51.3% | $6,675-66.0% | $4,888-53.5% |