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 5-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 | $16,874 | $93,571-82.0% | $135,903-87.6% | $75,163-77.6% |
| Participation rate | 53.1% | 75.2%-22.1pp | 81.9%-28.8pp | 67.2%-14.1pp |
| Annual return | 24.40% | 30.90%-6.5pp | 68.23%-43.8pp | 160.62%-136.2pp |
| Employer contribution / active EE | $707 | $3,537-80.0% | $4,856-85.4% | $2,670-73.5% |
| Participant deferral / active EE | $3,985 | $6,404-37.8% | $7,758-48.6% | $4,125-3.4% |
| Admin fee / account holder | $1,363 | $6,975-80.5% | $10,762-87.3% | $5,651-75.9% |