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 8-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 | $12,154 | $105,181-88.4% | $159,436-92.4% | $85,850-85.8% |
| Participation rate | 44.8% | 75.8%-30.9pp | 82.8%-38.0pp | 69.3%-24.5pp |
| Annual return | 23.09% | 45.07%-22.0pp | 263.57%-240.5pp | 318.53%-295.4pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,202 | $5,945-46.1% | $7,352-56.4% | $3,952-19.0% |
| Admin fee / account holder | $799 | $6,933-88.5% | $10,799-92.6% | $6,260-87.2% |