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 | $5,333 | $63,764-91.6% | $81,930-93.5% | $79,858-93.3% |
| Participation rate | 30.8% | 67.5%-36.7pp | 72.0%-41.2pp | 69.6%-38.9pp |
| Annual return | 10.20% | 22.66%-12.5pp | 29.49%-19.3pp | 31.71%-21.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,272 | $2,780-54.2% | $7,107-82.1% | $3,740-66.0% |
| Admin fee / account holder | $1,863 | $4,426-57.9% | $5,158-63.9% | $5,306-64.9% |