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 7-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 | $15,124 | $72,277-79.1% | $101,248-85.1% | $79,858-81.1% |
| Participation rate | 22.6% | 68.5%-45.8pp | 75.8%-53.2pp | 69.6%-47.0pp |
| Annual return | 36.24% | 22.30%+13.9pp | 46.47%-10.2pp | 31.71%+4.5pp |
| Employer contribution / active EE | $265 | $2,692-90.2% | $3,660-92.8% | $2,471-89.3% |
| Participant deferral / active EE | $1,867 | $3,282-43.1% | $4,370-57.3% | $3,740-50.1% |
| Admin fee / account holder | $1,555 | $4,400-64.7% | $5,945-73.8% | $5,306-70.7% |