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 | $18,104 | $72,492-75.0% | $87,100-79.2% | $72,985-75.2% |
| Participation rate | 46.2% | 72.8%-26.7pp | 76.9%-30.7pp | 69.5%-23.3pp |
| Annual return | 31.04% | 24.46%+6.6pp | 28.19%+2.9pp | 81.00%-50.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,966 | $3,270+21.3% | $4,049-2.0% | $3,607+9.9% |
| Admin fee / account holder | $1,008 | $5,055-80.1% | $7,497-86.6% | $5,124-80.3% |