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 5-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 | $14,270 | $86,699-83.5% | $73,307-80.5% | $125,391-88.6% |
| Participation rate | 33.3% | 78.6%-45.3pp | 74.9%-41.6pp | 83.2%-49.9pp |
| Annual return | 1.22% | 2.78%-1.6pp | 5.67%-4.5pp | 282.22%-281.0pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,217 | $5,550-24.0% | $4,991-15.5% | $5,352-21.2% |
| Admin fee / account holder | $4,442 | $7,771-42.8% | $5,637-21.2% | $9,540-53.4% |