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 | $11,599 | $84,233-86.2% | $170,442-93.2% | $70,131-83.5% |
| Participation rate | 37.1% | 70.8%-33.7pp | 83.6%-46.5pp | 69.5%-32.4pp |
| Annual return | 27.16% | 23.06%+4.1pp | 205.93%-178.8pp | 73.14%-46.0pp |
| Employer contribution / active EE | $187 | $3,387-94.5% | $5,433-96.6% | $2,342-92.0% |
| Participant deferral / active EE | $2,535 | $3,086-17.9% | $4,939-48.7% | $3,332-23.9% |
| Admin fee / account holder | $718 | $5,698-87.4% | $13,880-94.8% | $4,645-84.5% |