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 10-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 | $22,293 | $65,041-65.7% | $90,951-75.5% | $79,858-72.1% |
| Participation rate | 54.8% | 61.6%-6.8pp | 69.0%-14.2pp | 69.6%-14.8pp |
| Annual return | 14.25% | 30.45%-16.2pp | 134.60%-120.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,497 | $2,512-0.6% | $3,373-26.0% | $3,740-33.2% |
| Admin fee / account holder | $3,784 | $4,536-16.6% | $5,959-36.5% | $5,306-28.7% |