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 | $14,371 | $107,334-86.6% | $92,893-84.5% | $152,861-90.6% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.4%-28.6pp |
| Annual return | 21.45% | 145.58%-124.1pp | 109.41%-88.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $183 | $4,221-95.7% | $3,653-95.0% | $4,762-96.2% |
| Participant deferral / active EE | $1,809 | $4,845-62.7% | $4,236-57.3% | $5,850-69.1% |
| Admin fee / account holder | $850 | $7,079-88.0% | $5,794-85.3% | $11,596-92.7% |